Do You Feel Lucky?
Recent changes in estate tax laws could affect the strategy you have in place.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Planning for Special Needs Children
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.