Charitable Gift Annuity - Immediate, Deferred, College, Flexible Annuity
Posted by: Eric Hundin in , Estates, Wills, Trusts, Career Information, Blog CarnivalFor 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 directly from the organization. Typically, you donate a monetary amount to the organization of your choice and then begin receiving payments either immediately or at (more…)
Private Annuity Trust, Ensured Installment Sale (Structured Sale)
Posted by: Eric Hundin in , Estates, Wills, Trusts, Career Information, Blog CarnivalWarning: 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 applies only to Annuity agreements funded prior to October 18, 2006, which are still honored by the IRS.
PRIVATE ANNUITY TRUST: WHAT IS IT?
A P (more…)
Living Will - Pros, Cons to a Living Will, Free Living Will Forms
Posted by: Eric Hundin in , Estates, Wills, Trusts, Career Information, Blog CarnivalDo 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? Are you really sure they will respect the passing comment you made regarding your wishes in the case of terminal illness or vegetative state?
LIVNG WILL: WHAT IS IT?
The answer to these questions can of (more…)
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