Creating a lasting legacy is a goal for many families. However, ensuring it endures beyond the third generation can be challenging. The "third-generation curse" refers to the phenomenon where wealth accumulated by the first generation is often depleted or lost by the...
Month: June 2024
How can special needs trusts be used?
Special needs trusts offer a powerful tool to provide financial support for a loved one with a disability. This trust is ideal when you worry about jeopardizing their eligibility for government benefits. It is important to understand how special needs trusts help...