Estate Plan Trusts

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 …

Selecting an executor or trustee is often the last consideration when preparing an estate plan. When planning out a will or trust, it seems so much more important and interesting to decide how the property is to be given away! Oftentimes, the issue of who takes the reins as the …