If you are the recipient of a large sum of money through inheritance or settlement, you might be wondering what to do with it. How can you make the..
When it comes to securing the future of a disabled child, establishing a trust is a powerful and proactive step that parents should consider. A..
Christine utilizes her extensive financial and estate planning experience to develop new client relationships and works with them on estate and investment planning, including Revocable Living Trusts, IRA Rollovers, Investment Management Services and charitable giving strategies.
Investments are not a deposit or other obligation of, or guaranteed by, the bank, are not FDIC insured, not insured by any federal government agency, and are subject to investment risks, including possible loss of principal.
If you are the recipient of a large sum of money through inheritance or settlement, you might be wondering what to do with it. How can you make the most of this opportunity and avoid the pitfalls that often come with sudden wealth?
When it comes to securing the future of a disabled child, establishing a trust is a powerful and proactive step that parents should consider. A special needs trust or a supplemental needs trust provides financial stability, asset protection, and preserves eligibility for government benefits. Together we will delve into the key reasons why establishing a trust for a disabled child is crucial and how it can provide long-term security and peace of mind for both the child and their family.
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