How Life Insurance Can Be Used to Fund a Special Needs Trust
Special needs planners often recommend life insurance as a funding mechanism for an SNT. Here's why, and what your main choices are.
Read moreSpecial needs planners often recommend life insurance as a funding mechanism for an SNT. Here's why, and what your main choices are.
Read moreParents are often very familiar with the government benefits their child receives, but many don't think about the effect that their own estate plan can have on those benefits. ...
Read moreWe have a brother with special needs -- a documented intellectual disability -- who works full time and does not receive benefits. Our father just died and we have money coming, but he did not include our brother in his...
Read moreTrustees of special needs trusts have many important responsibilities, but these six likely rank at the top of any trustee's list. ...
Read moreCan a special needs trust have more than one trustee at a time?...
Read moreMy special needs trust refers to someone called a settlor but my friend's trust has a grantor. Are these roles different?...
Read moreLife insurance provides a unique opportunity for many families to guarantee the financial security of their loved ones with special needs without placing a significant financial strain on other family members. ...
Read moreWhen an SSI beneficiary finds out that they will receive an inheritance, their first reaction may be to refuse it. But this refusal, also known as a "disclaimer," might worsen things for the beneficiary.
Read moreOnce you begin to understand how the gift tax system really works, you may be pleasantly surprised to learn that most people can fund a special needs trust for a person with disabilities with a lot more than $14,000 a...
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