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.
If you have a child with special needs who requires an institutional level of care that can be provided in your home instead of in a hospital or other institution, the Katie Beckett Medicaid Waiver program may allow you to...
Third-party special needs trusts, as the name implies, are funded with assets that never belonged to the trust beneficiary, and they provide several advantages over the other two types of special needs trusts.
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...
Credit cards offer a way for the trustee of a special needs trust to avoid giving a beneficiary cash while at the same time not serving as the beneficiary's designated shopper.
