Estate Planning

Exclusive guides, tips, and strategies on how to prepare for and enhance estate planning. A “How-To” for your beneficiaries.

The Benefits of Primary and Contingent Beneficiaries for Your Estate Planning

What is a Primary Beneficiary? A primary beneficiary is the first person or entity in line to receive the assets or benefits from your life insurance policy, retirement account, or estate upon your death. This individual or group has the primary claim to the inheritance and receives the proceeds directly, bypassing the need for probate,…

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How To Pass Money To Heirs Tax-Free

Utilizing Annuities with Enhanced Death Benefits When planning your estate, it’s essential to consider strategies that can help minimize the inheritance tax burden on your loved ones. One effective method is using annuities with enhanced death benefits. These financial products offer significant advantages for individuals who are planning their estate. Leveraging Deferred Annuities with Premium…

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