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How to Plan for Beneficiaries with Disabilities

Posted on: May 24, 2024
Planning for disabled beneficiaries is important, not only for those beneficiaries with known disabilities but also for those who may be disabled at the time of the decedent’s death.
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How Does a Special Needs Trust Work?

Posted on: July 5, 2023
If you have a family member with special needs, you might face emotional and physical issues. However, you also may be concerned about maximizing the financial support that your loved one requires.
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When is a Special Needs Trust a Good Idea?

Posted on: June 29, 2023
Setting up a trust is one way to transfer wealth to a loved one and create financial stability for them.
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