Generation Skipping Trust
Generation Skipping Trust A generation skipping trust is a type of irrevocable trust. It can be a useful estate planning tool for those with large estate. In this article, we will go over the basics of how a generation skipping [...]
Immediate Annuities
Immediate Annuities Immediate annuities are policies purchased with a lump sum contribution. This is then converted into a guaranteed income stream that can last for a set period of time or a lifetime. These income payments begin immediately after [...]
US Savings Bonds
US Savings Bond US savings bonds are investment vehicles that the federal government offers to the public. In this article, we will go over the basics of what you need to know before investing in US savings bonds. The [...]
Disaster Tax Relief
Disaster Tax Relief The IRS has special provisions for disaster tax relief. This is only for areas that the federal government confirms as disaster areas. But how can you take advantage of this? Learn more about disaster tax relief [...]
Estate Planning for Large Estates
Estate Planning for Large Estates Estate planning for large estates is complex and may require multiple strategies. In this article, we will briefly review several avenues that are available for estate planning for large estates. Charitable Donations and Wealth [...]