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About Annick Rodarte

Annick is the Executive Researcher for Wealth Guardian Group, ensuring up-to-date compliance, as well as managing financial integrations across the Wealth Guardian Companies. Annick has been with the Wealth Guardian Group since Jan 2013. Annick obtained her degree in Legal Studies from the Phoenix College
16 10, 2024

Qualified Domestic Trust (QDOT)

By |2024-09-30T14:54:34-07:00October 16th, 2024|Legal Documents|0 Comments

Qualified Domestic Trust (QDOT) A Qualified Domestic Trust, or QDOT, is a special type of trust that you can use for estate tax planning. In this article, we will go over what a Qualified Domestic Trust is and how it works. Marital Deduction Under IRS Section 2056A the surviving spouse is eligible to deduct [...]

25 09, 2024

Derivative Basics

By |2024-09-24T13:51:44-07:00September 25th, 2024|Advisory|0 Comments

Derivative Basics A derivative is a financial contract. Its value is contingent on an underlying asset or group of assets. The price of a derivative will fluctuate with the value of the underlying asset. The underlying assets can include stocks, bonds, commodities, currencies, interest rates, and market indexes. They are often used to hedge [...]

13 09, 2024

Estate Planning for Blended Families

By |2024-09-13T13:09:05-07:00September 13th, 2024|Legal Documents|0 Comments

Estate Planning for Blended Families Blended families occur when people with children from previous relationships enter a relationship and start a new family unit. Sometimes this even includes children that result from the new relationship. Estate planning can be complicated in these situations. In this article, we will go over some of the basics [...]

4 09, 2024

Tax Advantages of Homeownership

By |2024-08-29T13:02:10-07:00September 4th, 2024|Tax|0 Comments

Tax Advantages of Homeownership When you rent there are no tax breaks available to you. However, if you purchase a townhome, condo, apartment, or single-family home there are tax deductions available to you. In this article, we will go over four of the tax advantages of homeownership. Credit Verses Deduction Tax credits are subtracted [...]

28 08, 2024

Universal Verses Variable Universal Life Insurance

By |2024-08-27T13:40:16-07:00August 28th, 2024|Financial|0 Comments

Universal Verses Variable Universal Life Insurance Universal life insurance and variable universal life insurance are both types of permanent life insurance. In this article, we will compare universal verses variable universal life insurance so you can decide what is best for you. Universal Life Insurance Basics With universal life insurance you are able to [...]

14 08, 2024

Preparing for Your Estate Planning Appointment

By |2024-08-06T13:12:46-07:00August 14th, 2024|Legal Documents|0 Comments

Preparing for Your Estate Planning Appointment When preparing for your estate planning appointment you may not be sure what to expect. It can feel overwhelming, but with the right information you will find it is pretty simple to prepare. In this article, we will go over the basic information you need when preparing for [...]

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