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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Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.
Though we don't like to think about it, all of us will make an exit sometime. Are you prepared?