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Tips for successfully managing special needs trusts

  • August 27, 2019

Special needs trusts are a valuable planning tool for families that include a person with a disability. Here are tips for successfully managing this kind of trust by coordinating a team of professionals, planning for the future and helping clients navigate public benefits. Continue Reading

US House passes retirement bill in bipartisan vote

  • May 28, 2019

The House has voted 417-3 to pass the Setting Every Community Up for Retirement Enhancement Act of 2019, which would make changes intended to encourage Americans to save for retirement. Major provisions include removing obstacles to small businesses offering retirement plans and making it easier for plans to offer annuities. Continue Reading