Posts Tagged Special Needs Trust
Estate Planning: New Rules Keep You On Your Toes
Posted by CSH in -Commercial Real Estate Investment on June 29th, 2009
Changes in certain tax and investment rules will dramatically effect estate planning in the near future. These changes may warrant a phone call to your estate planning advisors for a quick check up.
New FDIC Rules for Living Trust Accounts
Living or family trust bank accounts are now insured up to $250,000 per owner for each named [...]