Case Strategy: Donor-Advised Fund Avoids Capital Gain and Endows Charitable Giving

 

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Using Deferred Annuities to Fund a Credit Shelter Trust

Brought to you by our partners at Jackson National, this article features how using deferred annuities to set up a Credit Shelter Trust can be advantageous for your clients, their spouses, and their generations to follow.  Click the images below to enlarge the article!

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Market Update for Month Ending 04.30.16

Most markets rise, but . . .

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Staying on Track with Your Retirement Investments

Having a retirement plan and staying on track is vital to ensuring a successful and peaceful retirement.

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Should You Buy Long-Term Care Insurance?

Who needs it?

Approximately 70 percent of Americans turning age 65 can expect to use some form of long-term care at some point during their lives. (Source: The National Clearinghouse for Long-Term Care Information, as of December 2014.) And with life expectancies increasing at a steady rate, this figure can be expected to grow in the years to come.

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