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Providing for a Child with Special Needs: The Supplemental Needs Trust

Carlo Lombardi |
Wealth Planning

A Supplemental Needs Trust may help provide financial assistance for a disabled child. Government guidelines specify that if the child accumulates over $2,000 in assets, he or she could lose valuable government benefits. To help families provide financial assistance for disabled children without jeopardizing SSI or Medicaid benefits, Congress authorized the use of irrevocable, Supplemental

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Passing on Wealth and Values with Irrevocable Trusts

Mary Hickok |
Wealth Planning

After a lifetime of accomplishment, wealthy individuals often want their legacies to reflect not only what they did, but who they were. An irrevocable trust is an important financial planning tool for minimizing estate taxes. It also offers a unique ability to transfer to succeeding generations the values that guided the trust’s creator. Passing on

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