Immediate Annuities – A Structured Inheritance Tool
Overlooked by most, this post describes the function of immediate annuities as an estate planning tool. None of us like to dwell on the transfer of our assets after we pass away. However, all of us need to make this vital plan and ensure that the transfer of our assets after our deaths is smooth. The tools needed for this [...]
Categories: immediate annuities Tags: beneficiaries, estate planning
Trust Income for Your Beneficiaries
One of the topics we cover on this blog is estate planning as its unlikely you will spend every last dime before you die. So let’s consider trust planning and how to leave assets to your heirs, just in case there’s some money left over. I am a big fan of leaving money in trust to provide trust income to [...]
Categories: estate planning, trusts Tags: beneficiaries, estate planning, trusts, trusts planning
