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Financial Planning – Filling the Special Needs Estate Planning Box

One of the most rewarding aspects of being special needs estate planners is the opportunity we have to work with professionals from other disciplines in order to help those families of special needs children and adults.  From insurance professionals, financials planners, accountants or clinicians and therapists, special needs planning allows us to work with people who are as dedicated as we are to helping families deal with their very unique, very special circumstances and challenges.

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Estate Tax Legislation- What Does it Mean to You?

For those of you who have been following the news, you have probably noticed the jockeying that has been going on between the democrats and the republicans as each party makes their final push to pass their year-end legislative agendas.  While this political posturing many times leads to legislative gridlock to the point where no meaningful legislation from either side of the aisle gets passed, this December may prove to be different. 

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It May Not Take a Village, but it Certainly Takes a Team

As an estate planning lawyer who focuses a large part of my practice on estate planning for special needs children and adults, and as the mother of a son with autism, it never ceases to impress me the number of caretakers, therapists, clinicians and other professionals who dedicate their time, energy and expertise to help special needs children (and their families) face the myriad of challenges they will face throughout their lives.  

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Real Property and Estate Planning – Some Important Considerations

For many people, the bulk of their estates often times consist of their interests in real property.  Whether it be a primary home, a vacation cottage, or an investment property, a great many people own real estate of some sort or another.  And for many of those people, that real estate is located in a state different from the one in which they live. 

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