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| 4 min read

Estate Planning for Blended Families

Blended families can present unique challenges when it comes to estate planning. With children, stepchildren, ex-spouses, and current spouses, estate planning can quickly turn into a daunting labyrinth if not managed with care.

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| 5 min read

Special Needs Trust- What You Need to Know

Creating a special needs trust allows for the distribution of funds to benefit your loved one without jeopardizing their eligibility for important government benefits such as Supplemental Security Income (SSI), Medicaid, state-based, asset sensitive medical and social programs, and housing assistance, to name a few.

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| 5 min read

What You Need to Know About Probate

Are you looking for peace of mind that your estate will be handled properly after you’re gone? With careful estate planning strategies, you can save your beneficiaries from costly probate proceedings and provide them with more of their inheritance.

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| 9 min read

Principles of Business Succession Planning

Business owners devote countless hours and resources to grow a successful enterprise. However, it is equally important to plan for the future of your business. Business succession planning ensures continuity and longevity by providing a smooth transition of ownership, management, and assets to the next generation or designated beneficiary.

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