Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
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It may help your business be better prepared in the event of the death of a principal or key employee.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.