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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If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
Estimate how long your retirement savings may last using various monthly cash flow rates.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.