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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A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.