Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
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1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Make the gig economy work for you.
It’s easy to feel invincible when you’re young, healthy and have a steady paycheck. After all, the chances of something catastrophic happening to you are pretty low, right?