Protecting Your Business |
Mary Anne Leichliter-Rice, MBA, LUTCF®, CLTC®, FSCP®
Protecting Your Business |
How much should I save to reach my goal?
Are my current retirement savings sufficient?
What are the tax advantages of an annuity?
I'm retired, how long will my savings last?
In the past, trusts were often used to avoid estate taxes, but that purpose has become less important for most people with current high exemption amounts. However, a properly constructed trust can serve many other purposes for families of more modest means.