One Trust, Multiply Beneficiaries: Creating a Trust for Caregivers and Care Recipient When a family member has special needs, often a special needs trust is recommended as part of the family’s overall financial strategy. But in certain circumstances, creating one trust to include all children in the family may be a smarter tactic. “It’s definitely something to consider,” suggests Joshua A. Hazelwood, JD, LL.M1, Vice President of Advanced Planning Markets for Massachusetts Mutual Life Insurance […]
