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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1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.