carson-privacy-policy 
Carson Wealth
FEBRUARY 8, 2023
It can protect your beneficiaries’ inheritance from losses, their time, their privacy and their peace of mind. Do you have life insurance policies? Most insurance policies, retirement accounts and investment accounts will not directly transfer to a minor who is named as a beneficiary. Do you have a retirement account?
Carson Wealth
OCTOBER 25, 2023
If your net worth plus the death benefit of life insurance policies you own exceeds $13 million, putting your assets in specific types of trusts can be helpful for federal estate tax issues. People like the idea of avoiding probate for the sake of privacy and efficiency, or even avoiding estate attorneys and fees.
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