Sentences with phrase «great estate planning»

Life insurance annuities are tax - deferred investment vehicles that can be great estate planning tools.

A Roth IRA is also a great estate planning tool, since you can leave the account to your heirs and stretch out distributions tax free.

However, an estate planning attorney brings professional expertise and can help consider whether avoiding probate is appropriate for you, and if so, which techniques are appropriate in light of your greater estate planning goals.

Years later, most whole life insurance policies are cancelled because again, life insurance is a great estate planning tool, but if used inappropriately, can yield bad financial results.

A great estate plan in 2010 might not be a great estate plan in 2013.

There are a few different ways to work with a great estate planning attorney on Rocket Lawyer.

Survivorship life is a great estate planning or business succession tool, such as a buy sell agreement.

This is leverage at work and a big reason life insurance is a great estate planning tool.

Another way that life insurance can be used as a great estate planning tool is by naming your business partner as the primary beneficiary.

Life insurance is a great estate planning tool, when used with some foresight!

Survivorship life insurance is a great estate planning vehicle if you desire to leave behind a lump sum death benefit for your beneficiary or estate to cover federal estate tax or your state's inheritance tax.

It serves as a great estate planning tool as it can be purchased by an irrevocable trust, with your heirs as the beneficiary and the insurance proceeds are kept out of the estate for tax purposes.