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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Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.