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Creating an Estate Plan that Benefits a Child with Special Needs
Children with disabilities may require more financial assistance and on-going personalized care that requires significant planning and structure. Most parents find that a special needs
3 Action Steps to Protect Your Special Needs Child
As the parent of a special needs child (a developmental or intellectual disability that requires additional support), you know there are many tasks and responsibilities
Top 5 Reasons You Need an Estate Plan Regardless of How Much Money You Have
Estate planning involves a lot more than wealth distribution and tax avoidance. Everyone over the age of eighteen needs a proper estate plan to protect
How to File Taxes for a Special Needs Trust
Taxation of Special Needs Trusts Typically, a special needs trust is set up for someone who has certain disabilities that allows him or her to
What is a Non-Grantor Trust?
With tax season in full swing and the filing deadline approaching, many wonder how trusts are taxed. That depends on the type of trust. The