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You're ready to buy an insurance policy, but you feel a bit uneasy embarking into the insurance world. After all, the language can be technical, and you're wary of insurance agents throwing sales pitches at you. Whether you're buying an auto policy, a homeowners policy, a life insurance policy, or some other type of policy, here are some general tips to help you tread the insurance waters.

If you have a child with disabilities, it is crucial to set money aside for the child’s future. At the same time, you need to consider your child’s access to public benefit programs such as Medicaid and Supplemental Security Income (SSI), as well as the state and federal tax implications. The two major vehicles to accomplish these goals, ABLE accounts and special needs trusts (SNTs), each have their advantages and limitations. Using them in tandem may be the optimal strat

Congratulations, you did it.  You sold your business.  And in a weird quirk of fate, you are probably more busy now than when you owned the company outright.  You might even have to continue running the business for years until you can receive the full “earn out” you are due from sale.  So now what?  Just keep doing everything you did as an owner, only for someone else? Absolutely not.

For the last few months as the “Big Beautiful Bill” has made its way through Congress, members of the Special Needs Community have waited with baited breath to see what, if any, changes would be made to benefit support programs.

By definition, estate planning is a process designed to help you manage and preserve your assets while you are alive, and to conserve and control their distribution after your death according to your goals and objectives.