Sentences with phrase «accommodate changes in their financial situation»
As with life insurance policies, the 1035 Exchange allows the exchange of annuities so policy holders can find better rates for their investments or to accommodate changes in their financial situation.
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Consider having an experienced lawyer such as Susan Eleff review your current will and other estate planning documents in light of those changes, as well as to accommodate a change in financial situation, a change in state of residence, a change in family composition, or a change in family dynamics that may warrant a modification of the disposition of your estate.