How Current is Your Estate Plan?

Most people do not update their estate plans often enough. The most common (and most absurd) excuse for not updating planning, that most advisers hear is: Nothing has changed.

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What Can You Tell Me About a Special Needs Trust?

If you have a loved one who deals with chronic illness or a disability of some kind, you want to be able to keep supporting them after you’re gone. However, you don’t want to disrupt their ability to collect funds from programs like Medicaid or disability payments. In these situations, you can use a special needs trust.

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