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Overview of Special Needs Trusts
Overview of Special Needs Trusts

An A-B Trust is a way to double the amount of your assets that you can pass tax-free to your family.

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Special NeedsY.T. ClarkJuly 2, 2019Trusts, Special Needs
Spending Down an Inheritance or Other Lump Sum
Spending Down an Inheritance or Other Lump Sum

If you receive an inheritance or other lump sum, you could lose SSI benefits for your special needs child.

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Special NeedsY.T. ClarkJuly 2, 2019Trusts
A-B Trusts
A-B Trusts

How John and Wanda saved their children $50,000 in estate taxes with an A-B Trust

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Trust ProvisionsY.T. ClarkJuly 2, 2019Trusts
How Long Have Trusts Been Around?
How Long Have Trusts Been Around?

To learn how old trusts are and why they were invented let’s take little jaunt back through history.

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History of TrustsY.T. ClarkJuly 2, 2019Trusts, History

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