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Estate Documents – Time to Update?

Estate Documents – Time to Update?

Are your estate documents stale? Are they still protecting you? Estate Documents and Income Tax?Make sure your estate documents are current. With the growing estate tax exclusion amount, this tax has been effectively repealed for about 99.8% of the country. ...
Annuity Tax Rules: A Great Tool.

Annuity Tax Rules: A Great Tool.

Annuity Tax Rules Have Never Been Better. Nonqualified deferred annuities (NQDAs) are an important financial tool for many clients.  That being said, they do not offer the same tax-free death benefits as life insurance. Nor do they offer the tax-advantaged...
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