Would an annuity make a good gift at the year-end holidays or for any other occasion? Not many people think of it that way. But the well-off do use annuities as part of a sophisticated plan that enables them to keep on making annual dollar gifts to adult children and still keep the estate plan is good shape.
To see how, check out “For Large Estates, Consider Grantor Retained Annuity Trusts,” an article by financial advisors Michael, W. Halloran and Michelle Wordell, both of Northwestern Mutual Financial Network. Northwestern Mutual Financial Network in Jacksonville, Fla.. see the article here.