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 your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.