Passing Retirement Benefits to a Child with Special Needs: It's Complicated
Many parents have their retirement savings socked away in 401(k)s and IRAs.? There are ways for beneficiaries to avoid pay...
Read moreOne key benefit of creating a trust now is that your extended family and friends can make gifts to the trust or include the trust in their estate planning. You can also consider whether making the trust the beneficiary of a life insurance policy makes sense now, while you are healthy and insurance rates are low. In these cases, the special needs trust should be irrevocable rather than revocable.
Local Special Needs Planners in Your City
Many parents have their retirement savings socked away in 401(k)s and IRAs.? There are ways for beneficiaries to avoid pay...
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It's easy to throw your new special needs trust into a drawer and forget about it.? While having a plan in place is a grea...
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What is special needs planning, and what options can help people with disabilities?
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You can typically only choose one or two guardians for your child with special needs but this doesn't mean that you can't...
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