When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
3 Estate Challenges for Blended Families
If you’ve been re-married or divorced, these family structures may present some unique challenges. This article will help your clients with blended families think and prepare their estate strategy.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.