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Fixed Index Annuity 

What are fixed index annuities and how are they different from traditional annuities? Great question!…

ByBymorgan morganSep 21, 2022

Annuities 

To put it simply an annuity is a contract between a person and an insurance…

ByBymorgan morganSep 1, 2022

Tax Avoidance Series: Charitable Remainder Trusts

The tax code is full of rules to incentivize certain behaviors. One of the incentives…

ByByGreg McIntyreAug 23, 2022

Dancing On the Razor’s Edge

I remember the TV room at First Baptist Church daycare. It had shag carpet in…

ByByGreg McIntyreAug 9, 2022

Tax Avoidance Series: How to Avoid Estate/Gift Tax with Trusts and Annuities

  The estate/gift tax is a tax based on the value of the assets an…

ByByGreg McIntyreJul 28, 2022

Avoid Estate Tax without Sacrificing the Step-up in Basis

The Estate Tax, also known as the “death tax,” is going to be a reality…

ByByGreg McIntyreJul 6, 2022

Is Your Legacy Leaving A Tax Burden?

Many people are under the false assumption that when they pass their loved ones will…

ByBymorgan morganJun 30, 2022

Avoid the Gift/Estate Tax with the Crummey Trust

  The estate and gift tax work hand-in-hand. There is a set limit on the…

ByByGreg McIntyreJun 29, 2022

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