Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
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Americans are saving more these days.1 Especially millennials. We know why to save: For emergencies, for retirement, to afford big-ticket dreams like home ownership or opening a business. But how to save is another matter.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Having a special needs child adds another layer of complexity to retirement planning. A special needs trust may help.