» Annuity

Tax Consequences of Inheriting an Annuity

January 6th, 2016
If you inherit a non-qualified annuity, then before you decide what to do it is important to understand the different options and tax implications. Annuities have become an extremely popular tool in people's retirement plans. Like any other asse… Read More
Read More
Categories: Aging Issues, Current Affairs, Estate Planning, Succession, Taxes, Trust Funding, Weblogs, Will
Tags: Annuity, Asset, Estate Attorney, Heirs, Income Tax, Inheritance, Retirement Plan

Can I Survive Financially if I Live to be 100?

September 25th, 2015
How long will you live? It’s a key question in retirement planning. If you’re healthy and your family tree has branches with staying power, you may figure that you have decades ahead. If your parents died early of natural causes, you may assume a… Read More
Read More
Categories: Aging Issues, Current Affairs, Estate Planning, Weblogs, Will
Tags: Annuity, Asset Protection, Elder Law, Estate Tax, Long-Term Care Insurance, long-term care planning, Medicaid, Medicaid Planning, Medicaid Planning Lawyer, Paying for a Nursing Home, Planning for the Future, Retirement Planning, Tax Planning

Tax Savvy Financial Tools in the Form of Life Insurance and Annuities

May 28th, 2013
“Oftentimes these products are sold based on the moment in time,” said Richard Coppa, managing director of Wealth Health, a financial advisory firm. “A couple of years ago, they were sold on guaranteed returns of 6 or 7 percent because people w… Read More
Read More
Categories: Estate Planning
Tags: Annuity, Elder Law, Estate Law, Life Insurance, Retirement

DocuBank Portal

Services

Estate Planning Fundamentals
Long-Term Care / Medicaid / Medicare
Veterans Benefits
Probate & Estate Administration
Charitable Planning
Special Needs
Estate Tax Planning
Business Succession Planning
Medicaid Crisis Planning
Asset Protection

Submit to Schedule an Estate Planning Consultation