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special needs trust
Estate Planning

What Is a Special Needs Trust?

A special needs trust can allow individuals with special needs to preserve assets that will enhance their quality of life while allowing them to remain eligible for needs-based public benefits like Medicaid and SSI.

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2020 Important Tax Numbers
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2020 Important Tax Numbers

It’s tax time, so what’s new?  Every year tax laws are created, income thresholds are updated due to inflation, and credits and deductions are renewed

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