When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Do You Feel Lucky?
Recent changes in estate tax laws could affect the strategy you have in place.
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.