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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This short video illustrates why knowing when to retire can be a crucial part of your strategy.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.