Does a private annuity have a place in your estate plan?
$225.00
Description
Abstract: A private annuity can be a powerful strategy for passing assets to heirs in a tax-efficient manner. In a typical private annuity transaction, a parent transfers property to his or her children in exchange for their unsecured promise to make annual payments to the parent for the rest of his or her life. This article examines both the benefits and risks of private annuities.
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