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 look at the new, record-high retirement contribution limits from the IRS.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."