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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You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.