![]() Andrew T. Hill, CLU®, ChFC®, CASL®, LUTCF
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![]() Andrew T. Hill, CLU®, ChFC®, CASL®, LUTCF
|
What are the tax advantages of an annuity?
What are my needs for burial and final expenses?
How much Life Insurance do I need?
I'm retired, how long will my savings last?
When deciding whether to gift assets now or transfer them to heirs at death, you need to understand step-up in basis and tax consequences.