Madrona Financial Knowledge Base
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Legacy Planning

  • Living Trusts: Irrevocable vs Revocable
  • Gifting to Children: Gift Tax Returns
  • WA State Estate Tax Rules
  • The Differences Between Money Markets, CD's and Fixed Annuities
  • Explanation of the Various Types of Annuities
  • 1035 Exchange: How To Transfer Annuities or Life Insurance Without Paying Taxes
  • Pay Out Options on Annuities
  • What Are The Different Roles of Executors and Trustees?
  • Advanced Gifting Strategies: Minority and Lack of Marketability Discounts
  • Annuity Liquidity, Surrender Charges, Fees and Rider Charges
  • Life Insurance: Term vs Permanent
  • What Is "Leveraged Life Insurance"?
  • Understanding Permanent Life Insurance
  • The Importance of Umbrella Insurance Policies
  • Selection of the Trustee for your Trust
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