Financial Planning




Funding a Special Needs Trust: How Much Is Enough?

You want to ensure that your child with special needs will remain financially secure even when you are no longer there to provide support, but determining how much a special needs trust (SNT) should hold is no small feat. ...

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Accounting Is Not Only Important - It's Mandatory

Unfortunately, too many trustees of special needs trusts or those who oversee funds for people with special needs don't even know that they have a duty to account for the funds they manage, let alone perform that duty correctly.

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