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  • Assessing Disability Income Insurance

    Knowing the basics of a disability income insurance policy is a good first step toward protecting your family.

  • Avoiding Probate

    The probate process can be lengthy and complex. There are strategies you can use to help avoid the probate process.

  • Cash Management Basics

    A sound cash management program uses a disciplined approach: accounting, analysis, allocation, and adjustment.

  • Charitable Giving

    To retain the tax advantages associated with charitable giving, your gift must be made to a qualified organization.

  • Charitable Lead Trusts

    Charitable lead trusts are designed for people who would like to benefit a charity now rather than later.

  • Charitable Remainder Trusts

    A designated income beneficiary could receive payment of a specified amount from a charitable remainder trust.

  • Doubling Your Money

    Before making investment decisions, it is helpful to determine the real rate of return on the investment.

  • Estate Planning

    Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.

  • History of the Federal Estate Tax

    Careful estate planning is still one of the most important ways to manage and protect your assets for your heirs.

  • Living Trusts

    A living trust can help control the distribution of your estate upon death.

  • Long-Term Care Costs

    The odds of needing long-term care increase as you age. Prior planning can help protect you from financial ruin.

  • Long-Term-Care Needs

    If you were to suffer an illness or disability that required long-term nursing care, would you be covered?

  • Paying Estate Taxes

    If you believe your estate will be subject to estate taxes, consider how your heirs will pay the bill.

  • Property Ownership

    Sole ownership, joint tenancy, tenancy in common, and community property have special benefits for property owners.

  • Savings Alternatives

    There are a number of savings alternatives that could help you earn a reasonable rate of return.

  • Tax Deferral

    There can be a substantial benefit to deferring taxes as long as possible.

  • Wealth Replacement Trusts

    A wealth replacement trust could be used to gift appreciated assets to a charity as well as provide for heirs.

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Annuity and insurance products offered through Equitable Network, LLC and/or its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, as Equitable Network Insurance Agency of Utah, LLC. Equitable Network does not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly licensed.

Retirement Benefits Group is a specialized division of Equitable Advisors, LLC. Equitable Advisors, Equitable Network, and Equitable are affiliated companies.

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