Estate plans are rarely "one and done." They need a little maintenance to keep them healthy over time. Anytime there's a major overhaul of the tax code is a good time to review your estate plan and see what might have changed for you and your heirs.
It doesn't matter how old you are or how little you have, an estate plan is one of those things that you really need to consider once you cross the threshold from childhood into adulthood.
Many of us have loved ones with special needs. Caring for a special needs family member is an important, life-long responsibility. Making sure they receive continued care once you’re gone is equally important. Today we will explore why setting up a special needs trust may be a good option for you.