Leveraging tax-deferred* annuities in trusts

Efficiently transferring assets to the next generation – or even two or three generations – is a complicated task. It is made more so by the potential bite of state and federal estate taxes.

For more modest estates, having assets appropriately titled in vehicles that help avoid costly public probate can save time and money, as well as keep details of the estate private. Exploring planning options to avoid those taxes, transactional costs, and fees is well worth the time and effort for your clients.

One of the strategies utilized in multi-generational estate plans is trusts, a proven planning tool to product assets from transfer taxes while also providing creditor protection for the beneficiaries.

In this eBook, you’ll learn about the potential benefits of tax-deferred annuities in trusts including how they can fit into your client’s overall retirement and estate goals.