(865) 357-7370 kim@sdp-planning.com
Ways to Fund Special Needs Trusts

Ways to Fund Special Needs Trusts

A look at the different options & strategies. If you have a child with special needs, a trust may be a financial priority. There are many crucial goods and services that Medicaid and Supplemental Security Income will not pay for, and a special needs trust may be...
Your 2017 Guide to Trusts

Your 2017 Guide to Trusts

Providing for your family’s financial needs is a key goal that most people have, but many of those who consider estate planning don’t know that trusts can help them achieve their goals. Trusts are extremely flexible solutions to a host of potential...
Using an IRA Trust

Using an IRA Trust

What is it? What kind of benefit could it provide? Seemingly everyone has heard of an IRA, but few people know about IRA trusts. Perhaps more people should, for an IRA trust may provide a way to “stretch” IRA assets for decades to benefit multiple generations. An IRA...