Why Life Insurance is Still Relevant in Estate Planning
By: Jimmy Peters CPA Published on: 07/07/2024Life insurance remains vital for financial security despite changes in estate tax laws. Learn when to reevaluate your coverage and how to ensure you're adequately insured for your loved ones' needs.
Tax Planning
Myth About Annuities: They Cannot Be Passed On to Heirs
By: Jimmy Peters CPA Published on: 05/07/2024Explore how annuities can be an essential part of legacy planning. Learn about the different types of annuities, death benefits, and strategies to ensure financial protection for beneficiaries and efficient wealth transfer.
Life and Annuity Insurance Planning
