Miller Trust
Miller Trust A Miller Trust, or an Income Only Trust, is a type of Irrevocable Trust. You can use this trust to help you qualify for Medicaid. In this article, we will go over the basics of how a [...]
How to Exchange a Variable Annuity
How to Exchange a Variable Annuity If you purchased a variable annuity and found it is no longer the right fit for you, this article will explain how to exchange a variable annuity without becoming subject to surrender taxes [...]
Inheriting An Investment Account
Inheriting An Investment Account Inheriting an investment account can be a complex process. What exactly you need to do will depend on the type of investment account you are inheriting. In this article, we will go over the basics [...]
FICA Tax Basics
FICA Tax Basics FICA tax is short for Federal Insurance Contributions Act tax. It makes up part of your W-2 employee withholdings on your paystubs. But what is this withholding for? In this article, we will go over the [...]
Spousal Lifetime Asset Trust
Spousal Lifetime Asset Trust A spousal lifetime asset trust, or SLAT, is a type of irrevocable trust that is set up to reduce estate taxes. In this article, we will go over how a spousal lifetime asset trust works, [...]