Estate Plan Trusts

A Revocable Trust or living trust is a legal arrangement used in estate planning that provides for the management and distribution of your property when you die. This will be stated on a Declaration of trust or Trust agreement. The trustor transfers property to the trustee, who holds the property …

Do you have a jumbo IRA or pension plan? In the next 2 minutes you will learn how to increase your spendable income while you live and keep it from being taxed as much as 75% after you die! Just think, you can reduce the estate tax by using an …

Tax-Sheltered Annuity (TSA), also known as a 403(b), is an alternative retirement savings plan. Not everyone can participate in this plan, and it is restricted to those who are employed by educational, cultural, or non-profit organizations such as religious groups (also known as 501 (c)(3) organizations). TAX-SHELTERED ANNUITY BENEFITS Contributions …