"I have chosen to include THP in my estate planning for two main reasons. First, with 30 years of continuous support, I wish to see THP as a beneficiary of part of my estate. In addition, since I may not be able to invest as much as I would like during my lifetime, this is a method to ensure that my plans are completed after I leave this earthly space (at least in the form I am now in)."
—Bill Kantrowitz, Boca Raton, Florida. Financial advisor, father and grandfather. THP investor since 1979.
The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.