When interest rates are low, intrafamily loans can be a good way to assist a relative (typically a child) with purchasing a house or a family business, and in certain […]

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The SECURE Act, passed at the end of 2019, changed a number of rules regarding inherited IRAs, making it more difficult for most beneficiaries to save on taxes by “stretching” distributions […]

Posted in Blog | Comments Off on Leaving an IRA to a Special Needs Trust Is No Longer Such a Bad Idea

Posted in Blog | Comments Off on An Introduction to Veterans’ Benefits

Parents or other family members establishing a special needs trust for their child often want to name a professional — usually a bank, trust company, attorney, certified public accountant or non-profit […]

Posted in Blog | Comments Off on Four Questions to Help You Choose the Right Professional Trustee for Your Special Needs Trust