best annuity for estate planning
Annuities can be used for estate planning purposes. A non-qualified annuity passes to beneficiaries with a step-up in basis at death. An annuity with a death benefit rider provides a guaranteed minimu...
best annuity for estate planning
Annuities can be used for estate planning purposes. A non-qualified annuity passes to beneficiaries with a step-up in basis at death. An annuity with a death benefit rider provides a guaranteed minimum death benefit.
What You Need to Know
- Non-qualified annuity: passes to beneficiaries with step-up in basis at death
- Death benefit rider: guaranteed minimum death benefit
- Annuity: avoids probate — passes directly to beneficiaries
- Stretch annuity: beneficiaries can take distributions over their lifetime
- An independent agent and estate planning attorney can help you evaluate annuity options for estate planning
Why Patriot Plans for People with Estate Planning Needs?
Patriot Plans is 100% independent — we work for you, not the insurance companies. We've helped 400,000+ families find the right coverage, including thousands of people with estate planning needs. Our licensed agents understand the unique needs of your situation and can identify the carrier and plan that's right for you.
Ready to Find the Best Coverage for Your Situation?
Patriot Plans is 100% independent. We compare plans from vetted carriers and find the one that's right for people with estate planning needs.