Estate Planning - State Farm®
Effective estate planning means developing a plan that will achieve your goals as the estate owner while you're alive and after your death. It's an ongoing process that involves the creation, conservation, …
Estate Planning Tools - State Farm®
Property passing to a surviving spouse is eligible for the federal unlimited marital deduction (assuming the spouse is a U.S. citizen). Therefore, if a married person passes the entire estate to the surviving …
Guaranteed Income Later annuity - State Farm®
You can make the most of a one-time premium payment – often coming from an IRA or 401 (k) rollover, a maturing CD, inheritance or life insurance payout, or proceeds from the sale of a business – to help …
Variable Deferred Annuity - State Farm®
When you decide to annuitize the contract, you have the option of receiving proceeds payable in fixed or variable dollar amounts, or a combination of both. In addition to payout options, payments can be …
Custodial accounts for minors - State Farm®
Learn how custodial accounts for minors can be a simple, affordable option for setting aside funds for a child.
Life Insurance Basics: What It Is, How It Works and Types
Sep 30, 2025 · Understanding life insurance, what it is, how it works and the different types can help you decide which life insurance policy is right for you.
Single Premium Immediate Annuity (SPDA) - State Farm®
Guaranteed Income Now allows you to convert a single premium – often coming from an IRA or 401 (k) rollover, a maturing CD, inheritance or life insurance payout, or proceeds from the sale of a business …
Survivorship Universal Life - State Farm®
Business transition planning — Life insurance can help provide the funds needed to orderly transfer ownership of a business. For family-owned businesses, it can help make sure those interested in …
Single Premium Deferred Annuity (SPDA) - State Farm®
You can purchase Future Income Plus from State Farm Life Insurance Company or State Farm Life and Accident Assurance company (Residents of NY and WI only) with one lump sum premium payment …
Financial Life Stages - State Farm®
Click below for details about building a future with your inheritance through a joint account, UTMA or Individual account — whichever may be right for your situation.
Information About Tax Documents - State Farm®
Check out the list below of additional materials that may be useful while filing your tax returns. Materials are listed in alphabetical order. These materials can be found at most federal post offices, any office …
Tax Center - State Farm®
IRS Form 5498 is for recordkeeping purposes only and is not required to be sent to the IRS with your income tax return. A record of the information on the 5498 is sent to the IRS by State Farm™.