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Tag Archives: annuity

Guardianship & Money: What happens if the person you choose isn't good with handling finances?

IRAs, Annuities and Guardianship: Providing for Your Minor Children After You Die

By Andre O. McDonald |

For most parents, making decisions regarding guardianship of their minor children is the most vexing part of estate planning. Not only must you trust the appointed guardian to raise your children as you’d want them raised, but you also need that person to be financially responsible with your children’s inheritance. For example, if you… Read More »

Uses for annuities in estate planning

Understanding the Role of Annuities in Estate Planning

By Andre O. McDonald |

Selecting the right type of annuity for yourself is no small feat. Of course, you’ve put in the research and planned with your financial advisors. But, you might still be wondering what happens to those annuity payments upon your death. Let’s start by discussing the role of annuities in estate planning. In addition to… Read More »

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