Planning for Disabled Beneficiaries

Author – Aubrey E. Lerner If you have a disabled beneficiary in your life, you should consider these planning options: 1) Special Needs Trust Any person with a disability can benefit from a special needs trust (also called a supplemental needs trust). A special needs trust is a trust established for a person with a…

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Navigating Emergencies with College Bound Kids

Author – Kelley Bannon Lashley As my own daughter is heading off to college this Fall, I’ve encountered many checklists aimed at preparing her for this journey into adulthood. However, I haven’t seen one that prepares parents for an emergency health crisis with their child. As an estate planner, it’s not unusual for me to…

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How the American Families Plan Could Affect Your Taxes

Author – Peggy Lennon President Biden has introduced the American Families Plan (“AFP”), advancing the administration’s infrastructure agenda. As drafted, the AFP includes $1 trillion in investments and $800 billion in tax credits aimed towards children and families. The AFP adds funding for the expansive agenda by tax increases, which are aimed at wealthy taxpayers,…

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Inherited IRAs – No Longer the Bargain They Used To Be

Author – Kristen Terranova Planning to leave your retirement accounts to your kids or grandkids? It may be time to revisit your estate plan. For decades one of the key tools in estate planning was to build up wealth in tax-favored retirement plans, which could then be passed on to the original owner’s descendants. Known…

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Have You Included Your Digital Assets in Your Estate Plan?

Author – Aubrey Lerner Estate planning typically includes setting up a will, trust, financial power of attorney, and health care directive. But what about your digital assets? Practically speaking, the best way to deal with them is to make a list. Digital assets can include your social media accounts (Facebook, Instagram, Twitter, Snapchat), pictures, and…

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