13 ways an annuity can benefit an estate plan

November 19, 2013 by John L. Olsen, Michael E. Kitces

A principal goal of many estate plans is to provide income to the estate owner’s heirs. This goal can often be achieved by using either immediate or deferred annuities. Where the goal is to provide heirs with an immediate income, an immediate annuity may be the ideal mechanism, especially if the income is to continue for the recipient’s lifetime. Click here to read…

Originally Posted at LifeHealthPro on November 19, 2013 by John L. Olsen, Michael E. Kitces.