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Estate Planning

Trusteed IRA

Trusteed IRA Submitted by Southwest Investment Advisors on May 17th, 2019 Trusteed IRA   Overview A Trusteed IRA, also known as an individual retirement trust (IRT), is a trust account that provides preservation and control of a client’s IRA assets. It allows clients to combine their estate planning and retirement […]

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Estate Planning

Estate Planning Submitted by Southwest Investment Advisors on May 1st, 2019  When one spouse defers on family finances, it’s easy to get caught off-guard by a death or illness. Here’s how to get up to speed.    MARRIED COUPLES SHOULD:   *Hire an estate attorney to draft or update wills […]

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A Trust Primer

A Trust Primer Submitted by Southwest Investment Advisors on November 18th, 2014 Estate planning often can involve the creation of a trust – a legal entity created to hold assets for the benefit of certain persons or entities. Trusts are managed by trustees who often hold title on behalf of […]

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Types of Life Insurance

Types of Life Insurance Submitted by Southwest Investment Advisors on November 18th, 2014 What You Need to Know About Life Insurance     If you’re considering buying life insurance, generally speaking there are three types. Term insurance gives plain vanilla protection at a low cost. Whole life has a savings […]

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