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Estate Planning

Shelby Clark, Administrative Assistant

Creating a Special Needs Trust for Children with Autism

Are you a parent to a child with special needs? If so, you understand the unique challenges and uncertainties that come along with this responsibility, especially when it comes to securing your child's future. A special needs trust could be the solution you're looking for, and we'd like to share a story that exemplifies this.

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Laura Blumenstiel, J.D.

Understanding Professional Practice Wills

Professional practice wills are legal documents that allow professionals to ensure that their clients, patients, or customers receive continuity of care in the event of their death or disability. In this blog post, we'll discuss the importance of professional practice wills, what they entail, and how you can create one.

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Gregory S. DuPont, JD, CFP

5 Reasons to Decant a Trust

When a trust is decanted, the accounts and property from the existing trust are removed and distributed into a new trust. This is done when the structure of the trust needs to undergo major changes.

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Gregory S. DuPont, JD, CFP

Survivor's Trust vs. Joint Trust

A joint trust can be structured so that when one spouse passes away, the trust is split into two sub-trusts: a survivor’s trust and a decedent’s trust.

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Laura Blumenstiel, JD

How to Create a Medicaid Asset Protection Trust

With MAPTs, families can ensure their hard-earned savings aren’t drastically diminished if they require long-term care or assistance, such as a nursing home placement. In this article, we will discuss all you need to know about MAPTs so that you and your family can make informed decisions about your finances in light of possible future health needs.

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Gregory S. DuPont, JD, CFP

What the Last Surviving Spouse Rule Means for Estate Taxes

40% estate tax could apply to gifts over approximately $6.4 million come 2026. Many families with high net worth will need to reevaluate their estate plans and adjust strategies to preserve their property and investments. One strategy is to take advantage of the deceased spousal unused exclusion amount (DSUEA)

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