Estate Planning

Estate Planning

  1. Tax Strategies for Special Needs Families
    1. Deductions, Credits, general discussion
    2. Recommendation to discuss with Preparer
  2. Health Savings account
  3. Saving for college
    1. 529 limitations
    2. Suggestions for more flexible saving
  4. Special Needs Trust
  5. SSI
  6. Conservatorship
  7. Wills
  8. Beneficiaries to Savings, Insurance, Retirement Accounts\