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Special Needs

Jun 11, 2019

Special Needs Planning: Don’t Get Stuck Giving Unnecessary Money to the State

Special needs planning requires special expertise. I sat down with a new client last week and asked to review her old estate planning documents. Her Will included a special needs trust for her young adult child with autism. The document was prepared by a prestigious firm, so I was shocked to find that the trust was completely wrong.» Read More

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