Accumulation Annuities (AA’s) are an often over looked Estate Planning or Small Business Planning tool. They are an insurance industry guaranteed investment product that is very similar to banking industries Guaranteed Interest Certificate, but with two very desirable advantages.
The late South African leader, Nelson Mandela, left behind a legacy and an estate amassing $4.6 million (South African rand) for his loved ones. First off, his family trust received $130,000. That does not even include the royalties attached to the trust. Mandela’s third wife, Graca Machel, was entitled to half of his estate Mandela’s […]
Forbes Magazine reported earlier this month that Whitney Houston’s Will was being challenged in court by none other than the late singer’s own mother and sister-in-law, Cissy and Marion Houston.
Clients often ask us about the differences between Living Wills and Power of Attorney documents. Both are legal documents that should be included in everyone’s estate plan.
Succession planning isn’t something you expect to learn about from Archie comic books.
