Category: Beneficiary Education

Financial Wellbeing Demands Specialized Wealth Care

Almost undoubtedly, you’ve entrusted a team of specialists to administer your professional and personal wealth care. Their jobs are wealth protection and advancement. At the very least these specialists should do you no harm.

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Should a Parent Serve as Trustee of a Special Needs Trust?

By SpecialNeedsAnswers 

It is common for a parent to want to be named as trustee of a special needs trust benefitting her child, especially when the parent is the one creating or funding the trust. There are many reasons why this makes sense. It positions the parent to have complete control over trust distributions. It is also very unlikely that anyone else can match the loyalty and dedication that comes from the strong filial bond between a parent and child….

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