Long-Term-Care Protection Strategies
In the hustle and bustle of life, it’s easy to postpone long-term planning, especially for uncomfortable topics. Then there’s the barrier of language. It’s hard to make an estate plan without knowing the terminology of estate planning or what questions to ask.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
You’ve made investments your whole life. Work with us to help make the most of them.