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.

What Key Estate Planning Tools Should I Know About?
How Can a Living Trust Help Me Control My Estate?
What Are the Pitfalls of Probate?
How Can My Gift Benefit Me and the Charity?
How Can I Control the Distribution of My Estate?
How Will I Pay Estate Taxes?
Can I Benefit from an A-B Trust?
What Gifting Strategies Are Available to Me?
How Can I Benefit from a Charitable Lead Trust?
How Can I Benefit from a Charitable Remainder Trust?
How Can I Benefit from a Wealth Replacement Trust?
Could My Family Benefit from a Family Limited Partnership?
What Is the Best Form of Property Ownership for Me?
History of the Federal Estate Tax

Why Do People Buy Annuities?
What Is a Split-Annuity Strategy?
What Are Annuity Living Benefits?
What Is a 1035 Exchange?

What Is the Estate Tax?
What Is the Gift Tax?
What Are the Tax Benefits of Charitable Trusts?
What Is Tax Deferral?
How Can I Upgrade My Insurance Tax-Free?

How Are Annuities Taxed?
What Is Diversification?
What Is an Annuity?
What Is the Difference Between a Fixed Annuity and a Variable Annuity?
What Investment Risks Should I Know About?
What Are the Different Classes of Assets?
What Is Asset Allocation?
What Stock and Bond Investing Alternatives Do I Have?
What Is Dollar-Cost Averaging?

Why Purchase Life Insurance?
Why Are Annuities Considered an Insurance Product?
Life Insurance for Business Owners
What Is Split-Dollar Life Insurance?
What Is Last-Survivor Life Insurance?
What Is Term Life Insurance?
What Is Whole Life Insurance?
What Is Universal Life Insurance?
What Is Variable Life Insurance?
How Can I Maximize My Insurance Benefits?
How Can I Insure My Future?
How Can I Determine the Financial Strength of My Insurance Company?
What Are the Basic Types of Life Insurance?