Archive for June 10th, 2007
Sunday, June 10th, 2007
For some people, a Charitable Gift Annuity (CGA) is a convenient way to donate funds to an educational, religious or other charitable organization. A Charitable Gift Annuity works very similar to other annuities you might purchase through your insurance company, but in this case you will receive an annuity payment ...
Posted in Blog Carnival, Career Information, Estates, Trusts, Wills | No Comments »
Sunday, June 10th, 2007
Warning: As of October 18, 2006 Private Annuity Trusts (PAT) are no longer recognized by the Internal Revenue Service (IRS) as legal means for managing assets tax deferred! The Private Annuity Trust has been replaced with The Ensured Installment Sale (Structured Sale), which will be discussed later. The following information ...
Posted in Blog Carnival, Career Information, Estates, Trusts, Wills | No Comments »
Sunday, June 10th, 2007
Do you have a Living Will? To Living Will or to not to Living Will. These questions lend themselves to more questions: How well do you know and trust your loved ones? How confident are you that they understand your core values and views on what your final wishes are? ...
Posted in Blog Carnival, Career Information, Estates, Trusts, Wills | No Comments »
