Qualified Disability Trusts Can Offer Tax Savings
Some special needs trusts may be eligible for considerable tax savings. Here's how.
Some special needs trusts may be eligible for considerable tax savings. Here's how.
Here are some of the questions you will need to consider in guiding your attorney to create a special needs trust.
One of the most commonly asked questions about special needs trusts is what can the trusts pay for without affecting the beneficiary's public assistance?...
What is special needs planning and how can special needs trusts help people with special needs?...
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.
If your child has special needs, a standard estate plan -- will, trust, power of attorney, and health care proxy -- may not be adequate for your family. Here are three must-have documents...
