When planning for children with special needs, it takes special care to preserve their eligibility for public benefits. An ABLE account is a new way to preserve eligibility while gaining tax … [Read More...]
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From the seminar I first attended to the signing of my trust, an excellent experience. The entire staff was friendly and professional. Questions were answered clearly. The entire process of estate planning was painless. I highly recommend the firm for anyone considering creating a trust. Client service was truly exceptional.