What does estate planning mean to you? For most of us, estate planning pertains to our final wishes, such as establishing burial arrangements and choosing beneficiaries for our estates. But there’s another important part of estate planning...
Read moreWill I Pay Taxes if I Exchange My Annuity for a Better One?
In my 33 year career, my clients have always been inquisitive of the tax consequences of an annuity exchange, or moving money from one account to another. As we review current and prospective clients’ annuity contracts and they come to realize...
Read more3 Things to Consider Before Cashing In a Life Insurance Policy
I have had many potential and existing clients come to me for advice on their old life insurance policy. They may say to me that it is an investment dog. Or they may be asking if they are paying too much for it. No matter what the story is, there...
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