This article was updated on October 6, 2017, and originally published on August 21, 2016. An irrevocable trust can shield your assets from estate taxes and legal liability, and can help you leave ...

Often, annuities and trusts are the best way to save for retirement and leave a legacy for your loved ones. However, when combined into what’s known as an annuity trust, they can provide powerful ...

An irrevocable trust is one of the most indispensable estate planning tools. It can be used to access certain government benefits, minimize estate taxes, and protect assets within the trust.

As its name implies, an irrevocable trust cannot be revoked by the person who establishes the trust. Typically, an irrevocable trust also cannot be changed by a trustee or beneficiary. The irrevocable ...

Annuities can have some unique perks — but also some concerning drawbacks — in today's uncertain climate.

Until inflation came on the scene, many retirees were simultaneously obsessed with two key issues, at least with respect to their finances: First, making sure they didn’t outlive their assets; and ...

Often clients come into my office with three primary objectives: protect their assets, ensure sound quality of life, and provide for loved ones. There are several methods to address these concerns and ...

Are irrevocable and non-assignable. Are actuarially sound Provide for payments in equal amounts during the term of the annuity, with no deferral and no balloon payments made. Things to watch out for A ...

“I advise you to go on living solely to enrage those who are paying your annuities. It is the only pleasure I have left.” — Voltaire, French writer, historian, philosopher (1694-1778) I’ve written ...

An irrevocable trust can shield your assets from estate taxes and legal liability, and can help you leave assets to a beneficiary in a clearly defined manner. However, irrevocable trusts are permanent ...

Irrevocable trusts are a type of estate planning trust agreement in which a grantor, or asset owner, establishes a trust for one or many beneficiaries with the help of a trustee, who is responsible ...