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03.11.22
Estate planning is not a one-size-fits-all type of process. The path taken depends on the amount of assets in the estate, the goals for the estate and the complexity of relationships within the family.
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02.15.22
Special needs trusts (also known as supplemental needs trusts) are an important part of the financial planning process for a special needs child. These trusts are designed to provide benefits to those with physical, psychiatric, or intellectual disabilities, and still allow them to receive governmental health care benefits under Medicaid.
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12.10.21
The best estate planning attorneys advise heir clients that estate plans should be reviewed every 3 to 5 years and after any major life events. All estate planning documents should be reviewed and not just the will.
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10.08.21
Trusts are created to give legal protection for a person’s assets, to make sure those assets are distributed according to that person’s wishes and to save time, and in some cases avoid or reduce inheritance or estate taxes.
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06.25.21
Are you trying to help an aging parent with their finances or wills? Or, do you want to make sure your parent's wishes will be honored should they become incapacitated?
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