Sentences with phrase «while leaving an inheritance»
A wealth replacement trust is a two - trust estate plan that allows you to reduce your tax obligations through charitable causes, while leaving an inheritance behind for your beneficiaries.
https://www.jrcinsurancegroup.com/ Not exact matches
Even the cheapest model will leave you # 429 out of pocket, while the ludicrously expensive Wi - Fi + 3G 64 GB model will have you giving away # 699 of your children's future inheritance.
• Would you rather leave an inheritance to your kids or enjoy partial gifts with them while you are alive?
While the reverse mortgage allows you to age in place and has no recourse, you are spending what has typically become a portion of the inheritance people have historically left to their heirs.
An insured annuity can enhance your retirement income, while still leaving an inheritance for your beneficiaries.
While single individuals may only need enough coverage to pay for their final expenses plus leave an inheritance or a bequest to a charity should they so choose, married couples have other obligations.
NW Mutual rep says wife and I will have sufficient income already for retirement needs, while this potential life insurance benefit will leave behind inheritance for family and charity, etc..
While the person has enough income to live off of and then money left over they make the decision to purchase an insurance policy that will serve the purpose to leave a sizable inheritance to their heirs.
Leaving an inheritance is very important to many people and while some have managed to acquire considerable wealth others are doing well toward the end of their life but have not accumulated much wealth.
In doing so, the couple is able to afford a much larger death benefit for the same amount of money, which can help their heirs manage final expenses and inheritance taxes while also leaving them more money for the future.
Some of the clients we work with need a large amount of coverage for their entire lives while others want to leave a small inheritance behind.
A wealth replacement trust is created in conjunction with a charitable remainder trust to allow you to donate to the charity or charities that you chose, while leaving a tax - free inheritance behind to preserve future generations.
We live our lives hoping for the best, trying to enjoy ourselves now while squirrelling away some money to leave an inheritance.
While the reverse mortgage allows you to age in place and has no recourse, you are spending what has typically become a portion of the inheritance people have historically left to their heirs.