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Special Needs Trusts & More

Special Needs Trusts & More

There is still a misconception out there that it is not possible to leave your special needs family member inheritance because it could interrupt them from receiving any type of government entitlement.That is no longer true.There are things now in the federal statutes...

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I’m the executor. What happens when my loved one passes away?

I’m the executor. What happens when my loved one passes away?

In last week’s blog, we discussed how to prepare your own financial and medical affairs to assist your loved ones for your eventual passing. This week, we are going to shift roles to provide guidance and insight into what you should do when a loved one has passed away...

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How To Prepare Your Affairs For Your Heirs

“Do not take life too seriously. You will never get out of it alive.” – Elbert Hubbard Look, I don’t want to be the bearer of bad news, but eventually you are going to pass away. Probably not anytime soon, but eventually, years from now, you will (sorry!). However,...

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Donating to a Charity and the 501(c)(3) Charitable Organization

With the recent online trend of the ALS “Ice Bucket Challenge” and this Saturday’s Fredericksburg Walk to End Alzheimer’s event, many people have been flooded with requests for charitable donations. Most people are willing to donate to a charitable organization...

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