Author – Aubrey E. Lerner If you have a disabled beneficiary in your life, you should consider these planning options: 1) Special Needs Trust Any person with a disability can benefit from a special needs trust (also called a supplemental needs trust). A special needs trust is a trust established for a person with a...
Author – Kristen Terranova Planning to leave your retirement accounts to your kids or grandkids? It may be time to revisit your estate plan. For decades one of the key tools in estate planning was to build up wealth in tax-favored retirement plans, which could then be passed on to the original owner’s descendants. Known...
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