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Special Needs Planning for Blended Families

Takeaways The modern family is no longer defined by the nuclear model. Today, blended families — where one or both partners bring children from previous relationships — are increasingly common. So-called “nontraditional” families, including blended

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Estate Plan Annual Review Checklist

Estate Plans (that is, parents’ wills and trusts) are the foundation of a good Special Needs plan. Perhaps you prepared your documents decades ago, or have had significant changes since that should be incorporated. to

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