Some life insurance might be estate tax-free if properly established and managed under a life insurance trust, according to our Certified Tax Specialists and Financial Advisor Hoston. We can assist you in determining whether or not this customized tool would be a good match for your overall retirement and estate plans. A free consultation is the first step. Call us at 281-822-1350 or send us an email at https://oakharvestfg.com to get yours.
Our Certified Tax Specialists & Financial Advisor Houston, can show you how, if properly designed and maintained in a life insurance trust, some life insurance is potentially estate tax-free.
We can help you evaluate if this tailored tool might fit well into your comprehensive retirement and legacy plans.
We begin with a free consultation.
Contact us for yours at: 281-822-1350, or reach out on our website: https://oakharvestfg.com
We’ve all heard the stories of parents buying their newborn a property or putting money into shares.
But setting up your kids’ future is something that most parents will think about almost from the time they arrive.So what is the best way to invest for your children – bonds, term deposits, shares, property or super?Perhaps surprisingly, one of the more important things to look out for isn’t the capital gain, though this is a consideration.
High-interest savings accounts If you have a small amount to invest, a high-interest bank account could be the way to go.
Not only are they relatively simple to set up and administer.Investment bonds Sometimes called insurance bonds, investment bonds are a good option for larger amounts of money.
A lot like superannuation, the fund that holds the investment pays tax at a rate of 30 per cent meaning you don’t need to include any earnings in your taxable income.
Shares Putting some money in shares can also be a profitable option for long-term investments.
