Establish a plan for your long-term care or for that of your loved ones, with the all the information you need to make confident decisions.
Safeguarding the Future: A Guide to Special Needs Trusts and Pooled Special Needs Trusts
Navigating the labyrinth of financial planning for individuals with special needs requires a balance of foresight, legal expertise, and familial care. Special needs trusts (SNTs) and pooled special needs trusts (PSNTs) lie at the heart of this journey. These tools are designed to deal with the complexities of disability finance.
ABLE Accounts: Empowering Financial Security for Individuals With Disabilities
The Achieving a Better Life Experience (ABLE) Act of 2014 introduced a revolutionary tool for financial planning: ABLE accounts. These tax-advantaged savings accounts empower individuals with disabilities and their families to save without jeopardizing their eligibility for critical government benefits.
The Key Wealth Institute is comprised of financial professionals representing KeyBank National Association (KeyBank) and certain affiliates, such as Key Investment Services LLC (KIS) and KeyCorp Insurance Agency USA Inc. (KIA).
Any opinions, projections, or recommendations contained herein are subject to change without notice, are those of the individual author(s), and may not necessarily represent the views of KeyBank or any of its subsidiaries or affiliates.
This material presented is for informational purposes only and is not intended to be an offer, recommendation, or solicitation to purchase or sell any security or product or to employ a specific investment or tax planning strategy.
KeyBank, nor its subsidiaries or affiliates, represent, warrant or guarantee that this material is accurate, complete or suitable for any purpose or any investor and it should not be used as a basis for investment or tax planning decisions. It is not to be relied upon or used in substitution for the exercise of independent judgment. It should not be construed as individual tax, legal or financial advice.
The summaries, prices, quotes and/or statistics contained herein have been obtained from sources believed to be reliable but are not necessarily complete and cannot be guaranteed. They are provided for informational purposes only and are not intended to replace any confirmations or statements. Past performance does not guarantee future results.
Investment products, brokerage and investment advisory services are offered through KIS, member FINRA/SIPC and SEC-registered investment advisor. Insurance products are offered through KIA. Insurance products offered through KIA are underwritten by and the obligation of insurance companies that are not affiliated with KeyBank.
Non-Deposit products are:
NOT FDIC INSURED • NOT BANK GUARANTEED • MAY LOSE VALUE • NOT A DEPOSIT • NOT INSURED BY ANY FEDERAL OR STATE GOVERNMENT AGENCY
