Helpful Articles
Simply click on one of the general financial topics below and you'll find a selection of easy-to-understand information sheets about related financial concepts and strategies. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends.

Estate Planning
Living Trusts
Avoiding Probate
Charitable Giving
Controlling the Distribution
Paying Estate Taxes
Benefits of A-B Trusts
Gifting Strategies
Charitable Lead Trusts
Charitable Remainder Trusts
Wealth Replacement Trusts
Family Limited Partnerships
Property Ownership
History of the Federal Estate Tax

Stretch IRAs
Why Purchase Annuities
Split-Annuity Strategy
Annuity Living Benefits
1035 Exchanges

Estate Tax
Gift Tax
Charitable Trust Tax Benefits
Tax Deferral
Tax-Free Insurance Upgrades

Annuity Taxes
Fixed vs. Variable Annuities
Investment Risks
Asset Classes
Asset Allocation
Stock and Bond Investing Alternatives
Dollar-Cost Averaging

Why Purchase Life Insurance
Annuities as an Insurance Product
Life Insurance for Business Owners
Split-Dollar Life Insurance
Last-Survivor Life Insurance
Term Life Insurance
Whole Life Insurance
Universal Life Insurance
Variable Life Insurance
Maximizing Your Insurance Benefits
Insuring Your Future
Evaluating Insurance Companies
Types of Life Insurance