Deciding Whether to Create a Trust
Don’t create a trust when it’s not necessary. Trusts can help avoid probate and smooth the transition in case you …More
Financial & Estate Planning
Sign up Now! Free eNewsletters529 Plan Ownership Considerations
A 529 college savings plan usually is owned by one person. There is one beneficiary: the college-bound or in-college student. …More
Using a Deferred Annuity for Cash Flow Needs
Deferred annuities (fixed or variable) may be considered the opposite of life insurance because annuities can help you protect against …More
