Category: Estate & Legacy Planning : Sethna Financial Group

Category: Estate & Legacy Planning

Special Needs Planning

By Zarir J. Sethna
Posted on July 21, 2018

Establish a special needs trust with supporting documents. Working with your attorney, establish a Special Needs Trust designed to hold assets for the benefit of your child. Government benefits are typically “means tested,” so any income or assets owned by your child could impact his or her qualification for benefits.

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Revocable Living Trust vs. Traditional Will

By Zarir J. Sethna
Posted on April 23, 2018

Revocable Living Trust: No estate tax savings. Trust assets are included in the grantor's gross estate and subject to estate tax. The same estate tax planning methods are available as with a traditional will.

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