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Re: Annuity - Beneficiaries

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Insurance is always better kept out of trusts/wills unless there is a specific estate planning reason for it. That reason is usually high estate taxes due to the estate being $5+M.

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Annuity - Beneficiaries

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In an annuity is it better to list your TRUST as a beneficiary   or  list  the same  individuals as beneficiaries(so it doesn't go through the trust).   I am looking at the way it will affect the beneficiaries in the long run. 

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