Interested in making a sizable gift to charity but at the same time setting up a lifetime income for the remainder of your retirement years? That's … [Read more...]
Life Insurance May Provide Tax Shelter
Ensuring that a family can financially survive the death of its bread winner has been the principal purpose of life insurance. Over the years, it has … [Read more...]
A Lost Insurance Policy With You As Beneficiary – What Happens?
Suppose you were told long ago that you were the beneficiary of a relative's life insurance policy or more commonly, you are the beneficiary of a … [Read more...]
Cash in Your Life Insurance Policy?
A life insurance settlement presents a unique opportunity to a policy holder to extract the maximum possible value from an existing life insurance … [Read more...]
Achieve a Second Step-up in Cost Basis With a Credit Shelter Trust
For many affluent investors, avoiding income and estate taxes is a major concern. Large estates that are left unprotected can face estate tax bills of … [Read more...]