News

August 6, 2019

Annuities and Heirs

When asked what their most valuable assets are, most clients say their homes or their careers.

While homes and careers are certainly on the short list, after reflection, clients usually agree that their most valuable assets are, in fact, their families, genuine friendships, and time.

As individuals and couples work hard to generate wealth for their own life enjoyment, often with the hope of full retirement in mind, they begin to think about planning to pass a legacy on to their heirs.

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