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A Guide to Special Needs Trusts

A Guide to Special Needs Trusts

Trusts are created when someone or a company manages property or assets on behalf of another. The person or entity is known as the trustee and has the responsibility of making decisions in the best interest of the trust beneficiary.…

What You Need to Know About Estate Planning

What You Need to Know About Estate Planning

In estate planning, several documents are created outlining a person’s wishes. During the process, you can name people to make financial decisions on your behalf when you are unable. You can designate beneficiaries for your assets. You can also express…

Adjustment for Cost of Living in 2023 Social Security Benefits

Adjustment for Cost of Living in 2023 Social Security Benefits

2023 will bring the biggest cost of living adjustment (COLA) in decades and a lower Medicare Part B premium. It is being touted as a win for the American people. According to the Social Security Administration, there will be an…

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