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David Showalter

What is a Special Needs Trust?

What is a Special Needs Trust?

The Special Needs Trust is generally intended to improve the beneficiary’s quality of life by covering select expenses such as education, transportation, personal care, therapies, technology, recreation, etc.

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What is an Inheritance Segregating Trust?

What is an Inheritance Segregating Trust?

If you think that an Inheritance Segregating Trust might be suitable to deliver inheritance to one or more of your beneficiaries, you should work with an experienced estate planning attorney to revise or create your Revocable Living Trust.

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Estate Planning for Young Adults

Estate Planning for Young Adults

Oftentimes, the most frustrating and easily preventable aspect of estate administration is getting an accurate list of all assets and liabilities a young adult has. This includes vehicles, bank accounts, retirement accounts, credit cards, student loans, etc.

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