Category: Special Needs

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How to Plan for a ‘Fragile’ Beneficiary

“Today, estate planning can encompass more than addressing your potential tax exposure. It frequently requires protection of a “fragile beneficiary,” which can include family members with disabilities, individuals struggling with addiction, spendthrifts, and even minors. There are planning options available to do so.”

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No matter where you are in life’s journey, we are here.

Whether you need to create an estate plan, protect minor children, need help with long-term care, or you own a business, our caring team can help.

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Take your first step by contacting us today.

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