Life Changes & State Planning

Sound financial planning involves protecting your current assets as well as preserving wealth when passing it from one generation to the next.

  • How should I invest my inheritance?
  • Will it be taxable to me?
  • How does my former spouse’s retirement plan get transferred to me?
  • Does it matter which assets I get as a result of a divorce decree?
  • Will I be eligible for my former spouse’s Social Security benefit?
  • How do assets get transferred after the death of a loved one?
  • As the beneficiary of an IRA, when do I have to begin taking money out?
  • Will I be taxed if I inherit an annuity?

Products: Life Insurance, Long Term Care Insurance, Fixed and Variable Annuities, Disability Insurance

Sound financial planning involves protecting your current assets as well as preserving wealth when passing it from one generation to the next.

  • How should I invest my inheritance?
  • Will it be taxable to me?
  • How does my former spouse’s retirement plan get transferred to me?
  • Does it matter which assets I get as a result of a divorce decree?
  • Will I be eligible for my former spouse’s Social Security benefit?
  • How do assets get transferred after the death of a loved one?
  • As the beneficiary of an IRA, when do I have to begin taking money out?
  • Will I be taxed if I inherit an annuity?

Products: Life Insurance, Long Term Care Insurance, Fixed and Variable Annuities, Disability Insurance.

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