Taxes Archives - Legacy Insurance Agency Protect, Plan and Prosper Wed, 04 Mar 2026 18:56:23 +0000 en-US hourly 1 https://wordpress.org/?v=6.9.4 https://legacyinsuranceagency.com/wp-content/uploads/2015/04/Legacy-LifetimeBank-400-e1453402663782-100x100.jpg Taxes Archives - Legacy Insurance Agency 32 32 What Is a Multi-Generational Trust? https://legacyinsuranceagency.com/what-is-a-multi-generational-trust/ https://legacyinsuranceagency.com/what-is-a-multi-generational-trust/#respond Wed, 04 Mar 2026 18:49:05 +0000 https://legacyinsuranceagency.com/?p=7583 A multi-generational trust, also known as a dynasty trust, allows families to preserve wealth for future generations. It offers advantages such as reduced estate taxes, asset protection against legal challenges and support for responsible wealth management. Guest Post, first published by Ameritas How do you make wealth last beyond your lifetime? For many families, the answer is a trust, a legal arrangement that allows one person or entity, known as the trustee, to manage assets for the benefit of another person or group, referred to as the beneficiaries. The individual who creates the trust is called the grantor, and they set the rules for how

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]]> https://legacyinsuranceagency.com/what-is-a-multi-generational-trust/feed/ 0 5 Smart Ways to Spend Your Tax Refund https://legacyinsuranceagency.com/tax-refund/ https://legacyinsuranceagency.com/tax-refund/#respond Tue, 29 Apr 2025 19:59:53 +0000 https://legacyinsuranceagency.com/?p=7179 5 Smart Ways to Spend Your Tax Refund Tax Refund – First posted by GuardianLife When you get a big check from the IRS, you might be tempted to treat yourself to a shopping spree, but there are smarter ways to put the money to use. In 2023, 120.9 million people received tax returns from the IRS1 averaging $2,753.2 If you’re fortunate enough to get a refund this year, invest that money in your financial future to get the biggest benefit. Here are five smart ways to put your tax refund to work. 1. Save for retirement If you‘re enrolled in a retirement account through your employer,

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]]> https://legacyinsuranceagency.com/tax-refund/feed/ 0 Retirement Savings https://legacyinsuranceagency.com/retirement-savings/ Tue, 15 Oct 2024 00:49:51 +0000 https://legacyinsuranceagency.com/?p=6975 Considering retirement savings, we must take the time to plan for the future. There are too many risks involved and too much responsibilty to let it happen by chance.

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]]> Bull Run https://legacyinsuranceagency.com/bull-run/ https://legacyinsuranceagency.com/bull-run/#respond Fri, 15 Dec 2023 00:20:48 +0000 https://legacyinsuranceagency.com/?p=6492 The Bull's are out, but how long can this bull market run? 

If you've been waiting on a sign, the FED just gave the markets the all clear, and it's literally off to the races.

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]]> https://legacyinsuranceagency.com/bull-run/feed/ 0 Mortgages and Wealth Transfers https://legacyinsuranceagency.com/mortgages-and-wealth-transfers/ https://legacyinsuranceagency.com/mortgages-and-wealth-transfers/#respond Tue, 17 Jan 2023 22:31:25 +0000 https://legacyinsuranceagency.com/?p=6160 Home Mortgages and Wealth Transfers originally posted from MoneyTrax and Don Blanton

Mortages

We are of the opinion that everyone should have their home paid off and paid off as fast as possible—but choosing the right loan to accomplish that can be confusing.

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]]> https://legacyinsuranceagency.com/mortgages-and-wealth-transfers/feed/ 0 How To Fight Inflation with Life Insurance https://legacyinsuranceagency.com/how-to-fight-inflation/ https://legacyinsuranceagency.com/how-to-fight-inflation/#respond Mon, 27 Jun 2022 20:44:48 +0000 https://legacyinsuranceagency.com/?p=5835 How To Fight Inflation Using the Power of Life Insurance. Your personal skills, unlike our fiat currency, are inflation proof.

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]]> https://legacyinsuranceagency.com/how-to-fight-inflation/feed/ 0 How Much Does It Take To Retire? https://legacyinsuranceagency.com/how-much-does-it-take-to-retire/ Thu, 02 Jul 2020 01:20:59 +0000 https://legacyinsuranceagency.com/?p=2852 Capital Equivalent Value of Life Insurance - How Much Does It Take To Retire? Capital Equivalent Value is the financial comparable worth at retirement.

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]]> The Politics of Banking https://legacyinsuranceagency.com/the-politics-of-banking/ https://legacyinsuranceagency.com/the-politics-of-banking/#respond Wed, 30 Oct 2019 13:12:18 +0000 https://legacyinsuranceagency.com/?p=4183 The politics of banking. A contrarion, argument for freedom and liberty from the banking regime.

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]]> https://legacyinsuranceagency.com/the-politics-of-banking/feed/ 0 Do What Banks Do https://legacyinsuranceagency.com/do-what-banks-do/ Wed, 21 Aug 2019 00:45:56 +0000 https://legacyinsuranceagency.com/?p=4055 Do What the Banks Do -
Nelson Nash, said “Banking is the most important business in the world.“

We have to start thinking like bankers.

Banks make money using other people’s money (OPM).

Infinite Banking allow us to finance our purchases without bank rules.

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]]> Vote for Freedom https://legacyinsuranceagency.com/vote-for-freedom/ Tue, 06 Aug 2019 17:03:08 +0000 https://legacyinsuranceagency.com/?p=4025 Vote For Freedom, Liberty and Limited Government.

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