Is an Inherited IRA for a Special Needs Trust a Good Idea?
An exception to the SECURE Act's otherwise stringent rules about distributions from inherited IRAs potentially changes lon...
Read moreIt is theoretically possible to draft a will and special needs trust without a lawyer, but this is not a good idea because it could compromise your loved one's ability to access critical government benefits, possibly forever. If you have a family member with special needs, you should never prepare an estate plan on your own; you should always contact a qualified special needs planner instead.
Local Special Needs Planners in Your City
An exception to the SECURE Act's otherwise stringent rules about distributions from inherited IRAs potentially changes lon...
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If you are taking on the responsibility of serving as the trustee of a special needs trust you will need a "go-to" referen...
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Serving as a trustee of a...
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