October 2, 2019

What is a Special Needs Trust, and Why Do I Need One?

When Jake and Millie came to us last summer to set up a trust for themselves, their biggest concern was not as…

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October 29, 2018

Comprehensive Planning for Your Loved One With Special Needs

When it comes to estate planning for your loved one with special needs, there is plenty to consider. No matter what happens…

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January 25, 2018

We’re Expanding Our Disability Services

For people with disabilities and their loved ones, planning for the future is like playing a game without the rules, blindfolded, and…

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November 4, 2015

Special Considerations for Special Needs

When you have a child with physical, emotional, or mental challenges, careful estate planning is crucial. In many cases it is important…

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September 28, 2010

Estate Planning for Children with Special Needs

If your child has physical, emotional or mental challenges, careful estate planning is crucial. One of the most important reasons to create a proper estate plan is to preserve the child’s eligibility for government benefits and other programs. There are many things that could go wrong and jeopardize eligibility for those benefits. …

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