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 you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.