As Americans anticipates the Biden Harris Administration, noting the President-elect's tax plan is crucial for higher-income households to understand and likely make adjustments to their financial and legacy planning.
The pooled trust receives funding from many different, unrelated beneficiaries; the funds are earmarked into subaccounts for use by individual beneficiaries, however, all contributions are “pooled” together to be invested and managed as part of a much larger trust account.
Estate planning requires specialized planning when you have a child with special needs. Looking to the future as to how your child will be able to function in the world as they age is particularly tricky to assess.
We know your families security is important, so we made it our mission to protect your assets through skilled estate planning and elder law. Don't leave your family's future up to fate. Contact us today.