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    Articles by Don Kobrin

    Explaining a Fixed Indexed Annuity

    I know fixed indexed annuities (FIA) are complicated products to understand. The fact remains that, over the past decade, FIAs have been one of the best programs available for many people purchasing annuities.
    Click here to read more.


    Living Trust Review

    I probably review more than 50 trusts a year during one of my free consultations with potential clients. While I am an investment advisor and not an attorney, I have 15 years of experience reviewing trusts and I work with attorney affiliates to identify and make recommendations.
    Click here to read more.


    Selling “Highly Appreciated” Assets While Minimizing Taxation

    For the past decade, I used estate planning tools to help my clients liquidate highly appreciated real estate and stocks while minimizing federal or state taxes on the gains.
    Click here to read more.

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