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Giving Your IRA to Loved Ones? Think Carefully

While IRAs are excellent vehicles for accumulating assets for your use during retirement, much to many people’s surprise, they are a far less attractive way to pass an inheritance to loved ones. Here’s why. The Tax Consequences of IRAs... Read More

Estate Planning for Kids

Creating a Safety Net for When You’re Not There to Protect Them

Becoming a parent means doing everything you can to love and protect another human being. It’s evident in all the research you did when you purchased your child’s first car seat, or the precautions you took the first time he or she went... Read More

3 Big Reasons Why You Need a Will

More than two-thirds of American adults don’t have a will.* You wouldn’t think about driving to work without wearing your seat belt. So why would you risk leaving those you love unprotected by skipping this important document? If you... Read More

The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes include federal taxes only. State income/estate taxes or state law may impact your results. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.

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