There are downsides to trust, especially too much trust. Trust can lead us to see what we want to see—a form of confirmation bias—that can adversely affect our judgment. Trust is the grease that lubricates both business and personal relationships.
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For clients who have family members with intellectual and developmental disabilities (IDD), taking care of their loved ones after they pass may be their top financial priority. One way of ensuring for the care of a family member with IDD is through the creation of a Special Needs Trust.
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