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Special Needs Trust

Case study on simple integration of retirement & special needs planning

A client of mine has a daughter who suffers from Down syndrome. He wants to do some special needs planning for her but is not prepared to go through a thorough estate planning service because he has yet to decide on how to deal with many of his assets. Hence, he and his wife do not wish to write their wills (yet). They are also not prepared to go through a very detailed planning with me because they do not have time to fill up the long spreadsheet I gave them. However, they provided me … [Read More...]

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