Annuities

Annuities is the process of disposing of an estate. Estate planning typically attempts to eliminate uncertainties over the administration of a probate and maximize the value of the estate by reducing taxes and other expenses. Guardians are often designated for minor children and beneficiaries in incapacity.

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Annuities

Annuities

The only way to help make sure that your loved ones are taken care of is to build an estate plan with clearly defined provisions in case the unexpected does occur. Your financial advisor can get you started by assembling an Estate Planning Team to address these issues.

Your Estate Planning Team consists of your financial advisor, an attorney, a CPA or tax professional, a life consultant and a representative from VCM. It's the team's responsibility to help you put the proper provisions in place to help protect you and your family during incapacitation and ensure accurate distribution of your assets.

For more information, visit the following:

  • Estate Planning Checklist
  • Transfer on Death Agreement