Jennifer Russo
Office Manager
Office:
225.756.1635
Fax: 225.756.1637 |
Jennifer Russo
Office Manager
Office:
225.756.1635
Fax: 225.756.1637 |
How much am I spending?
How much Life Insurance do I need?
What are the advantages of a 529 college savings plan?
How long will my current life insurance proceeds last?
In the past, trusts were often used to avoid estate taxes, but that purpose has become less important for most people with current high exemption amounts. However, a properly constructed trust can serve many other purposes for families of more modest means.
