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Imparting Insights

Should I Disinherit a Child with Special Needs?

OCTOBER 24, 2019 SPECIAL NEEDS PLANNING
Disinheriting your child might seem like good solution to preserving their government benefits, but how will this really affect their overall plan and benefits?

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Guardianship

OCTOBER 24, 2019 SPECIAL NEEDS PLANNING
What is guardianship? Is guardianship right for your loved one? Perhaps. Here are some things to consider when deciding if guardianship is the right path for your family.

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Getting Your Financial Strategy Done

OCTOBER 24, 2019 SPECIAL NEEDS PLANNING
Who does what? What's the process? Here's what it takes to get your financial strategy done right.

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Make Sure Your Estate Plan Doesn't Put Your Child at Risk

OCTOBER 24, 2019 SPECIAL NEEDS PLANNING
Being able to leave an estate for your child is a great feeling. Accidentally messing up your child's plans however, is not.

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Three Essential Documents for Parents of Children with Special Needs

OCTOBER 24, 2019 SPECIAL NEEDS PLANNING
If your child has special needs, a standard estate plan with standard documents may not be adequate for your family

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Top 10 Mistakes Caregivers of Dependents with Special Needs May Make When Planning

OCTOBER 23, 2019 SPECIAL NEEDS PLANNING
Don't make these 10 mistakes while you create your special needs plan!

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Three Essential Documents for Parents of Children with Special Needs

OCTOBER 24, 2019 SPECIAL NEEDS PLANNING
If your child has special needs, a standard estate plan with standard documents may not be adequate for your family

Read more