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
- Pay Out Options on Annuities
- 1035 Exchange: How To Transfer Annuities or Life Insurance Without Paying Taxes
- 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