Estate Planning

Special Needs Planning and Retirement Benefits

Retirement accounts like 401(k)s and IRAs make up the majority of most people's savings. While these plans encourage saving by offering significant tax rewards, they were certainly not set up to help families with special needs.

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Special Needs 101

What Is a Special Needs Trust?

A special needs trust is set up for a person with special needs to supplement any benefits the person with special needs may receive from government programs. A properly drafted special needs trust will allow the beneficiary to receive government...

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Special Needs 101

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