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Estate Planning

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  • Immediate Annuity Strategy

    By converting assets into an immediate annuity, you can fund a life insurance policy to leave an inheritance with less taxes taken, or you can protect yourself from creditors during bankruptcy. By...

  • Inherited Annuity Options

    Inheriting an annuity from a deceased loved one can provide a boost to your finances, but such an inheritance can also make your tax situation a bit more complicated. If you have inherited an...

  • How to Set Up a Spigot Trust

    A spigot trust is also called a specialized NIMCRUT (net income with make-up charitable remainder unitrust). This type of trust pays the net income earned annually with limits to a specified...

  • How to Plan Your Estate

    From castle to condo, your home (together with other assets) is your estate. And as with any asset you own, you have to protect it from taxes, legal claims and other creatures of the night. The...

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