4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
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If you’ve been re-married or divorced, these family structures may present some unique challenges. This article will help your clients with blended families think and prepare their estate strategy.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.