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Month: December 2024

December 24, 2024

How Can My Estate Plan Help My Child with Special Needs?

A Special Needs Trust or Supplemental Needs Trust (SNT) can be a powerful way to incorporate in your estate plan to make…

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December 17, 2024

Preserving the Past: How to Protect Sentimental Items in Your Estate Plan

When creating an estate plan, we often focus on protecting wealth or securing a legacy. One thing that is easy to overlook…

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December 10, 2024

When Your Kids Are Not Ready for an Inheritance: Smart Estate Planning Strategies

Planning for the future is about more than deciding who gets your assets—it is about ensuring your legacy is managed responsibly and…

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December 3, 2024

Estate Planning: A Gift That Lasts Beyond the Holidays

The holidays are a time to come together with loved ones, share traditions, and create memories that last a lifetime. But let’s…

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