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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1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.