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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This calculator compares the net gain of a taxable investment versus a tax-favored one.
If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.