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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Time and market performance may subtly and slowly imbalance your portfolio.
Many business owners are surprised to learn that wages paid to a disabled employee, not subject to a written plan, are not tax-deductible business expenses.
Business owners with the desire to see their businesses continue after they are no longer involved need to plan quite carefully.