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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It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."