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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Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
A windfall from a loved one can be both rewarding and complicated.