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Howard Kaye Insurance Agency, LLC
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  • Home
  • About
    • Why Howard Kaye?
    • Why Life Insurance?
    • Advisor’s Difference
    • Creating Wealth
    • Meet the Team
    • Events
  • Strategies
    • Discount Estate Tax Costs Up to 90%
    • Give Away Your Estate Twice
    • Create Your Own Inheritance
    • Selling Your Life Insurance Policy
    • Life Insurance as an Investment Alternative
    • Charitable Gifting Strategies
    • Maximize Your IRA, 401(k), and Annuities
    • Saving Money with Life Expectancy Insurance Strategies
    • Convert Social Security Income into Millions
    • Tax-Free Retirement Income With Life Insurance
    • Guaranteed Lifetime Income Solutions
  • Services
    • Life Insurance Portfolio Review and Stress Test Analysis
    • Estate Planning
    • Legacy Planning
    • IRA Solutions
    • Charitable Gifting
    • Protect Assets with Life Insurance
    • Retirement Income Planning Annuities
    • Portfolio Insurance
    • Life Settlements
  • Media
    • Life Insurance Education Series
    • “Money Matters” CBS 12 TV
    • Die Rich TV with Howard Kaye
    • In Sure Wealth PBS WXEL TV
    • Video Archive
  • Resources
    • Estate Taxes By State 2022 Guide
    • Informational Reports
    • The Ultimate Guide to Transferring Annuities as Tax Efficiently as Possible
  • Blog
  • Contact us

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Tag Archives for: "trusts and estates"
Home » trusts and estates
 Is Putting an Annuity in a Trust a Good Idea for Wealth Preservation?
 0

Is Putting an Annuity in a Trust a Good Idea for Wealth Preservation?

We recommend trusts to so many clients that it feels like they’re never a bad idea. But one client had a question regarding using a trust for a different reason than the usual estate planning [...]

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Howard Kaye Insurance Agency, LLC.

2500 North Military Trail
Suite 312
Boca Raton, FL 33431


Contact Us

Call: 800-DIE-RICH
Phone: 561.417.5883
Fax: 561.417.3558

hkaye@howardkayeinsurance.com

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