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Aug 12, 2019
Trusts are a great tool for succession and wealth planning, however you should be aware of the 21-year rule. This is what you need to know.
Feb 6, 2019
It is important to monitor changes in the applicable laws and rules if your will and estate planning objectives include planning for a beneficiary who has a mental or physical disability.
Sep 30, 2016
Parents typically have the same estate planning objectives – to provide for their children’s care and financial security after they’re gone. But when only one parent is involved, certain aspects of an estate plan require special attention.