What Is The Difference Between A Will And A Trust?
A Will and a Trust serve different purposes. Most people don`t have either one. A Will and a Trust are similar in the effect that both let you designate exactly how you want your assets and other …
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What Is An Estate Tax?
The Estate Tax is a tax on the value of your property transfered to your hiers upon your death. The federal government allows every person to give away, either through lifetime gifts or upon …
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Legal Articles
Estate Planning Tools for Wealth Transfer
Proper estate planning does not leave all the transfer of all of your money and assets until the time of your death. Many people, particularly those who have enough assets to be subject to estate tax, must consider wealth transfers while they are living. Wealth transfers should be part of a systemic and organized estate plan that you develop with an estate planning …
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What is a variable annuity, and how does it work for estate planning purposes?
Annuities are long-term investments that are designed to provide you with an income at some point in the future, such as upon your retirement. Since the goal of an annuity is to give you and/or your spouse a source of income each month for an extended period of time, purchasing an annuity can be an advantageous means of investing your money, planning for your long-term financial future, …
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