When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
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Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Don’t overlook the need for renter’s insurance if you rent your home.