7 Steps to Take When You Inherit
When you come into an inheritance it can be challenging to know what path to take, and how to be intentional with your long-term financial planning. Here are 7 helpful steps you can discuss with your financial professional to avoid making quick or impulsive decisions.
Leveraging Tax-Deferred Annuities in Irrevocable Trusts
Individuals that wish to transfer assets to children or grandchildren often work with their estate planning attorney or financial professional to develop a plan to meet their objectives. However, executing a plan can be complicated, and estate taxes can take a toll on the couple's accumulated wealth. Learn how trusts and tax-deferred annuities can provide control over legacy assets and potentially protect beneficiaries from creditors.