Retirement

Why do We Need Life Insurance Trusts?

By creating a life insurance trust, your clients can save their heirs some estate taxes after they have passed on. But by creating the trust, the policy is no longer considered part of your clientÕs estate. Hence, no estate taxes apply to it after their death. See how your clients can help assure their children wind up with all they intended to leave them.

Featured Articles

It does seem that the truth is that if your client does qualify for one, a Roth is probably in his best interest as opposed to the traditional IRAs, both the nondeductible and tax-deductible sorts. What sets the Roth IRA apart from the others you ask?..more

Self-Employment Retirement Plans

The object of this article is to familiarize you with the basic types of retirement plans available to your clients who are self-employed. What is the difference between a simplified employee pension plan and the money purchase arrangement, profit sharing and benefit defined Keogh plans you ask? Find the answer here...more

Setting Up a Trust for Your Heirs

A common reason for setting up an estate plan for your client is to help them save money on tax liability when the estate is passed on their heirs. Find out more on the subject here!...more

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