Retained Annuity News Today

Different types of trusts can help high-net-worth people protect assets, minimize taxes for beneficiaries and ensure their money goes where they want it to.

To embed, copy and paste the code into your website or blog: The Democrats now have effective control over the presidency, the Senate, and the House, at least until the 2022 mid-term elections. These political realities, along with current economic conditions, make it more likely that significant changes to the existing income, gift, and estate tax regimes are imminent, if not this year, then at least before the end of 2022. The possibility of these changes makes 2021 an opportune time to revie...