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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Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.