Friday, July 06, 2007
Deferred Annuities Can Have Key Role in Family Trusts
Deferred annuities can play a significant role in wealth transfer through the funding of family trusts. Wealth transfer advice is in high demand. Baby boomers are receiving inheritances from their aging parents and, in turn, want to set up strategies to transfer their own wealth to the next generation. As a result, the amount of money held in trusts, a popular wealth transfer vehicle for many wealth and estate planning advisers, is on the rise.
Deferred annuities can play a significant role in wealth transfer through the funding of family trusts. Family trusts offer unique tax benefits for those who want to create an inheritance for their children...
The Signal: Deferred Annuities Can Have Key Role in Family Trusts
Deferred annuities can play a significant role in wealth transfer through the funding of family trusts. Family trusts offer unique tax benefits for those who want to create an inheritance for their children...
The Signal: Deferred Annuities Can Have Key Role in Family Trusts
Permalink posted by markw @ 1:35 PM 
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