Guaranteed annuity payments from the wholesale secondary market receive 4% to 7% returns. How and why these guaranteed annuity payments can offer such a high return while minimizing risks substantially by cash flows guaranteed by the most secure insurance companies. Most people today love a bargain. Just walking into a TJ Maxx, Marshalls, or Ross stores and you can see the joy on people’s faces knowing they...
What do you mean I won’t be the Beneficiary of “my own” irrevocable trust? A self-settled trust is another name for being the beneficiary of your own trust. What are the cons of being the beneficiary of your own trust? We understand the confusion. Some lawyer told you that you could be “your own beneficiary,” and some other lawyer told you that they did not recommend it,...
How does the UltraTrust irrevocable trust protect your assets? The importance of creating a solid irrevocable trust versus other irrevocable trusts. You cringe every time that you give your child the keys to the car because you know they don’t always make the best decisions, so what makes your financial advisor think that you could trust them with $5.12 million dollars? You’ve heard about the Lifetime Gift...
