When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Do You Feel Lucky?
Recent changes in estate tax laws could affect the strategy you have in place.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.