Contact Us |
Contact Us |
What are the tax advantages of an annuity?
How much should I save to reach my goal?
How long will my current life insurance proceeds last?
What are the advantages of a 529 college savings plan?
In the past, trusts were often used to avoid estate taxes, but that purpose has become less important for most people with current high exemption amounts. However, a properly constructed trust can serve many other purposes for families of more modest means.