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A Charitable Remainder Trust could provide an income tax deduction, reduce the donor’s estate and provide income for life all the while benefiting a favorite charity. [view]
Pension Maximization is an option for individuals who will receive a defined benefit at retirement and must decide whether to choose a single-life or joint and survivor annuity. [view]
Irrevocable Life Insurance Trusts enable individuals to pass insurance proceeds to his heir’s estate tax-free. [view]
In the event of the key executive's death, a policy may be used to sustain the business during the time necessary to hire and train new employees. [view]

Learning annuity tax rules can help you take advantage of the benefits offered by annuities. [view]
An irrevocable trust designed to transfer an asset to the next generation at a reduced gift tax value. [view]
A private annuity is an arrangement where an individual transfers property to another in return for the promise to make periodic payments to the individual in fixed amounts for the rest of the individual's life. [view]
A traditional IRA allows participants to make tax-deductible contributions and enjoy tax-deferred growth on the funds. [view]

Self Insure vs. LTC Insurance – A calculator which produces a client ready customized report showing why LTC is the right choice for protecting your client’s retirement portfolio. [view]
Targeting Business Owners? - This kit has all the tools necessary to approach, educate and implementthe right LTC plan for employers. [view]