An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
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1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
In the face of divorce, making changes to insurance coverage may be overlooked.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.