4821 East 2nd Street
Long Beach, CA 90803

Dennis C. Smith

(562) 243-6912

Prosperity Planned and Managed

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

 

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Understand how SECURE Act 2.0 affects RMDs and how using a QCD can possibly benefit both taxes and charitable goals.

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Probate can be a completely public process, or it can be managed to include as little information as possible.