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fixed annuities

Category: Estates & Trusts

Preserving My Estate

How Can I Build and Preserve My Estate? Building an estate can take years of diligent saving and investing. Once you have built up an estate, you’ll want to make sure that you preserve its value for your heirs. You... Read more

Charitable Giving

Understanding Charitable Giving How Can My Charity and I Both Benefit from My Gift? You could receive an immediate income tax deduction. With a properly structured gift, you could realign your investment portfolio without paying capital gains tax on appreciated... Read more

Avoiding Probate

What Are the Pitfalls of Probate? Have you ever wondered what will happen to your estate after you die? How long will it take for your loved ones to receive the estate you’ve left them? Will each receive what you’d... Read more

Living Trusts

How Can a Living Trust Help Me Control My Estate? Living trusts enable you to control the distribution of your estate, and certain trusts may enable you to reduce or avoid many of the taxes and fees that will be... Read more

Estate Planning

What Key Estate Planning Tools Should I Know About? By taking steps in advance, you have a greater say in how these questions are answered. And isn’t that how it should be? Wills and trusts are two of the most... Read more