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Raising a child with special needs or serving as a fiduciary for a child or an adult with a disability, requires extra care and specific expertise when preparing an estate plan.
Whether the dependent is a minor or an adult, a comprehensive, up-to-date plan to protect his or her long-term financial wellbeing is prudent.
You have a problem. We are problem solvers. Every solution begins as a conversation. You talk. We listen. From here, we begin.
