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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Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Estimate how much income may be needed at retirement to maintain your standard of living.