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Tips for successfully managing special needs trusts

  • August 27, 2019

Special needs trusts are a valuable planning tool for families that include a person with a disability. Here are tips for successfully managing this kind of trust by coordinating a team of professionals, planning for the future and helping clients navigate public benefits. Continue Reading

Estate planning for the other 99%

  • August 2, 2019

The implications of the large increase in the estate and gift tax exemption are complex and affect estate planning for everyone, not just the small percentage of the population who will still file estate tax returns. Continue Reading