Our Special Needs Savings Accounts help manage funds for estate planning and inheritance.
Our Custodial Account allows an adult to save money for a child until the child turns 18 or 21 (depending on account structure); control goes to the child when he or she comes of age.
An Estate Account separates funds outside your personal account from those of a deceased joint owner; taxable under the estate’s Tax ID number.
Assets in Revocable Trust accounts are transferred to heirs automatically at the time of death; avoids probate and makes funds available fast.
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