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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If you’ve been re-married or divorced, these family structures may present some unique challenges. This article will help your clients with blended families think and prepare their estate strategy.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
One of the most common questions people ask about Social Security is when they should start taking benefits.