Trusts are powerful estate planning tools that allow you to manage and distribute your assets according to your wishes – all the while minimizing probate and tax problems. They’re increasingly popular among people at all income levels when it comes time to engage in...
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Principled Advocacy For Families And Individuals With Disabilities And The Professionals Who Serve Them
Month: February 2024
3 family events that require an estate plan revision
Making an estate plan is a milestone that many never achieve. So well done if you have made yours. Yet, the initial drafting of a plan is not the end of your preparation for the inevitable. For the plan to stay relevant, you need to keep it up to date. It takes...
What is a special needs trust?
A special needs trust is an important component in estate planning for many families with a member who has special needs or a disability. This type of trust is designed to provide financial support to a beneficiary without jeopardizing their eligibility for...