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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Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?