Carlos Tamez
Financial Services Professional
Tamez Financial Group, LLC
Contact Us
Carlos Tamez
Financial Services Professional
Tamez Financial Group, LLC
Contact Us
Calculators
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Burial and Final Expenses
What are my needs for burial and final expenses?
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Spending Habits
How much am I spending?
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Current Retirement Savings
Are my current retirement savings sufficient?
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Annuity Tax Advantages
What are the tax advantages of an annuity?
Newsletters
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Trusts — Not Just for Estate Taxes
In the past, trusts were often used to avoid estate taxes, but that purpose has become less important for most people with current high exemption amounts. However, a properly constructed trust can serve many other purposes for families of more modest means.