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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Beneficiary designations allow assets to pass directly to whomever you designate thus by-passing the costs and time involved with the probate process.
In the face of divorce, making changes to insurance coverage may be overlooked.
When it comes to managing your personal finances, there’s plenty of complex advice out there. But often, simpler is better.