EPISODE · Oct 29, 2024 · 45 MIN
How to Protect Your Loved Ones: Special Needs Trusts Explained with April Rosenberry (Ep. 60)
from The Millionaire Next Door
As the 2026 estate tax law changes inch closer, the risk of costly financial missteps is rising for those who don’t plan ahead. Failing to act now could mean losing millions in taxes. Robert Curtiss welcomes back April Rosenberry, Director of Estate, Tax, and Financial Planning, to offer valuable insights into the upcoming tax exemptions … Read More Read More
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How to Protect Your Loved Ones: Special Needs Trusts Explained with April Rosenberry (Ep. 60)
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