Sentences with phrase «attractive estate planning tool»
Guaranteed universal life policies do not have an expiration date, and this makes for attractive estate planning tool... more about this later.
https://www.insuranceandestates.com/
Guaranteed universal life policies do not have an expiration date, and this makes for attractive estate planning tool... more about this later.
The tax differences between Roth IRAs and their traditional counterparts can also make them an attractive estate planning tool, which is why Ryan Payne of Payne Capital Management in New York advises clients to do a Roth conversion if they want the money to go to their heirs.
Not exact matches
While this is do doubt an attractive estate - planning and financial tool, it is not beneficial to everyone.