When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
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Heading into retirement with confidence is easier if your planning includes steps to minimize taxes, especially as it relates to health care planning.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
In the hustle and bustle of life, it’s easy to postpone long-term planning, especially for uncomfortable topics. Then there’s the barrier of language. It’s hard to make an estate plan without knowing the terminology of estate planning or what questions to ask.