Business SolutionsHelping you keep up the good work. It's about more than the bottom line. Protect Reward Plan Make it easy. |
Business SolutionsHelping you keep up the good work. It's about more than the bottom line. Protect Reward Plan Make it easy. |
What are my needs for burial and final expenses?
Are my current retirement savings sufficient?
How much retirement income might my 401(k) provide?
How long will my current life insurance proceeds last?
In the past, trusts were often used to avoid estate taxes, but that purpose has become less important for most people with current high exemption amounts. However, a properly constructed trust can serve many other purposes for families of more modest means.