Special Needs Trust Annual Budget

In planning for your loved one’s future (or if you are already administering a trust as the trustee), one of the critical steps you need to take is calculating how much the beneficiary can spend per year (or per month) for a given trust value. ┬áBased on the current value (or your estimated trust value based on what you plan to leave the trust when you are no longer around), you can make a few simple calculations. Read more