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What is fair for a Family with a Child with Special Needs

What is fair for a Family with a Child with Special Needs

As parents, it’s hard to treat all children fairly, despite their different personalities and capabilities. Most try to ensure that one child never feels less

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Review These Retirement Planning Criteria

Review These Retirement Planning Criteria

Stock Investor’s recent article, “6 Retirement Estate Planning Criteria You Must Address,” says every retiree’s investment objective should address these six criteria: Minimum required yield.

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ABLE Act a Big Break for the Disabled

ABLE Act a Big Break for the Disabled

The Achieving a Better Life Experience, or ABLE ACT, was passed by Congress in 2014 and lets individuals with disabilities establish special tax-advantage accounts to

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Retirement in Special Needs Families

Retirement in Special Needs Families

The big challenge for many Special Needs Families is balancing the financial needs of retirement with the long-term needs of a child with a disability.

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Massachusetts Looks at Changing Special Needs Trusts

Massachusetts Looks at Changing Special Needs Trusts

A recent article in The Boston Globe, “MassHealth may force seniors to make hard choice,” explains that disabled seniors in the state may need to

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Planning for Incapacity is Wise Move

Planning for Incapacity is Wise Move

Many of us are not very proactive in estate planning or aware of the issues of elder law, even though we know that eventually we

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Federal Legislation Passed to Protect Special Needs Trusts

Federal Legislation Passed to Protect Special Needs Trusts

The U.S. House recently passed the Special Needs Trust Fairness and Medicaid Improvement Act (H.R. 670) by a vote of 382-22. This legislation corrects a

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Retirement Planning with a Special Needs Child

Retirement Planning with a Special Needs Child

Having a special needs child adds complexity to retirement planning. Parents must pay attention to minute but critical details—like beneficiary designations for their workplace 401(k)—while

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Special Needs Trusts Available to Everyone Who Needs One

Special Needs Trusts Available to Everyone Who Needs One

A child who suffers the onset of severe epilepsy and developmental regression may require lifelong special needs. This calls for a redrafting of a basic

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A Life Change Means It’s Time for an Estate Planning Review

A Life Change Means It’s Time for an Estate Planning Review

"Having an estate plan doesn't mean that the job of protecting your family's future (and present) ends." If you have an estate plan in place,

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