Principles of Preserving Wealth The slideshow presentation that you would like to view is too large for your current screen resolution. Click here to view to view the slideshow at full resolution. Launch Presentation » Have A Question About This Topic? Name Email Address Message Thank you! Oops! Related Content What Is a 1035 Exchange? 1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability. Bridging the Confidence Gap In the world of finance, the effects of the "confidence gap" can be especially apparent. Filing Final Tax Returns for the Deceased The federal government requires deceased individuals to file a final income tax return.