Importance of Estate Planning: Why You Need an Estate Plan
Planned Giving
AUGUST 15, 2024
Without it, Uncle Sam and the legal system might have more say in what happens next than you’d like. Protecting Beneficiaries with Special Needs If you have a loved one with special needs, an estate plan can ensure they’re cared for without jeopardizing their eligibility for government benefits. ” Short answer: Yes.
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