Frequently Asked Questions
FAQs
Glossary of Terms
How to Secure a Lifetime Income, Save Taxes & Benefit a Charity What does a life insurance trust do? What
Understanding the Duties and Responsibilities of a Trustee FAQs
No one likes to contemplate divorce. Unfortunately, the reality is that 40% to 50% of marriages will end in divorce.
Understanding Estate Taxes FAQs
How To Reduce Or Eliminate Your Estate Cost What are estate taxes? Who has to pay estate taxes? How is
Understanding Who Should Be Beneficiary of Your IRA FAQs
How to Turn a Modest Tax-Deferred Account Into Millions For Your Family Introduction Don’t I have to use this money
Understanding Charitable Remainder Trusts FAQs
How to Secure a Lifetime Income, Save Taxes & Benefit a Charity What does a CRT do? How does a
Understanding Living Trusts FAQs
Overview What is a trust? How does a living trust work? Who are the people involved with a living trust?
