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What is a special needs trust?

A special needs trust is a very effective estate planning tool for to provide economic security for individuals who are mentally or physically disabled. Essentially, creating a trust allows a trustee to oversee the beneficiary’s finances and the trust usually...

Estate planning and the multi-generational IRA

You probably already know that an IRA is an individual retirement account. A multi-generational IRA is an individual retirement account that allows you to leave money to beneficiaries after you die. Multi-generational IRAs, also known as extended or stretch IRAs, are...

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