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legacy planning

    Product R + D

    4 Common Types of Trusts for Wealth Protection

    by FIG Marketing May 8, 2025
    written by FIG Marketing

    Trusts are pivotal tools in the estate planning toolkit, offering clients robust solutions to safeguard assets, minimize taxes, and preserve wealth across generations. As financial professionals, understanding and mastering trusts enhances your ability to guide clients effectively.

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    May 8, 2025
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  • Product R + D

    Annuity Maximization in Action: A Real-Life Case Study for Tax-Free Legacy Planning

    by FIG Marketing April 30, 2025
    by FIG Marketing April 30, 2025

    What happens when clients have an annuity they’ll never fully spend? Unfortunately, those leftover funds often become a tax burden for beneficiaries. With an annuity maximization strategy, clients can provide their loved …

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FIG Marketing
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