Would it surprise you if your professional advisor recommended “special needs” planning when you don’t have any special needs children or grandchildren? It’s important to think about what might happen to your loved ones after you’re gone, that would impact your estate plan.

It seems that Charitable Remainder Trusts have been off the planning radar for awhile. Here is a case study that illustrates why they are making a comeback: After working for years to build up his company, Dave and his wife have decided that it is time to retire. Without children to t

Bob and Wendy were in business together. They had created a company that was nicely profitable over the years. Because of the economy, they had cut costs and built up over $600,000 of cash which they kept in the business, not because they needed it, but more as a financial cushion. On