Not every potential trustee provides the best services for trusts designed for children with special needs. Here are some questions to ask while searching for the right one for your new trust.
A special needs trust can allow individuals with special needs to preserve assets that will enhance their quality of life while allowing them to remain eligible for needs-based public benefits like Medicaid and SSI.
For most people, the Tax Cuts and Jobs Act of 2017 increased the standard deduction to the point that most people no longer attempt itemized
The question is often asked: Should I put a retirement plan in a Special Needs Trust? Retirement plans often make up a significant portion of
It’s tax time, so what’s new? Every year tax laws are created, income thresholds are updated due to inflation, and credits and deductions are renewed
All marriages face money problems from time to time. We should be reminded of the famous line: “Stop in the name of love before you
Have you ever worked with a financial planner before? How was that experience? Hopefully, it was a good one. Even if you haven’t, you likely
How confident are you that you’ve made all the right financial decisions? We often get asked what mistakes people are making so our clients can
While you may have chosen to save using a traditional IRA, you do have the option to switch to tax-free retirement income. Who should consider
One of the most frequent questions asked by those leaving government service is what to do with their Thrift Savings Plan (TSP). The decision will
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