Nov
05

The Special Needs Trust

posted on November 5th 2014 in Your Family with 0 Comments

An issue in Estate Planning that will not arise often, but can be a very important issue to the families who need them, is a Special Needs Trust.  A special needs trust (or supplemental needs trust) is a tool that can help provide for the needs of an individual who is disabled, without jeopardizing his or her eligibility for government benefits. […]

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Jan
31

Should You Dump Your Family’s Trust

posted on January 31st 2014 in Austin CFP Team Posts & Your Family with 0 Comments

Many revocable trusts contain by-pass planning. This type of plan captures the assets owned by, in whole or part, a deceased spouse in a trust for the survivor instead of simply giving the survivor the assets outright. One primary purpose of this type of planning is to preserve the federal and tax exemptions that would […]

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