An exception to the SECURE Act’s otherwise stringent rules about distributions from inherited IRAs potentially changes longstanding advice about leaving retirement funds to a special needs trust.
According to the College Board, the most recently published figures of the average annual cost of tuition and fees at a public university for a
2020 saw the lowest college education increase in the last four decades due to the shift to online classes over the past year. According to
As the parent of a child with special needs, the primary estate planning documents consisting of a Will, Advance Medical Directives, Health Care Proxy, and
Clients who have children with special needs must deal with a unique set of planning issues. In addition to health, educational, and care planning issues,
A trust is an instrument set up to hold the property of an individual, often called the grantor, for one or more designated beneficiaries. The
When was the last time you had your Estate Plan reviewed? Many of you already have estate documents, probably executed many years ago. We strongly
Estate planning is a critical aspect of the financial planning process. Reviewing your documents is an important exercise, both at the outset and throughout changes
A bipartisan bill fixes a flaw in earlier legislation and would finally allow any veteran to allocate pension payments to a trust for their survivors with special needs.
It’s easy to throw your new special needs trust into a drawer and forget about it. While having a plan in place is a great start, the trust and related documents do need to be maintained.
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