Principles of Preserving Wealth
Do you think of your spouse or life partner as your “better half”? If so, you know that your relationship is more than just two people meeting halfway. In a life partnership — and in the family that grows from it — the whole becomes greater than the sum of its parts.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Start planning for their financial futures by following a few helpful guidelines.