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What is Your Legacy? It’s Never Too Late to Create One!

John Brancaccio - What Is Your Legacy? It’s Never too Late to Create One!

Creating a legacy is a way to honor your life and benefit future generations. We always remind our clients—when it comes to estate planning: one size does not fit all.

When we meet with new clients to implement their estate planning, one of the many questions we ask include, “What are your estate planning objectives?” We ask this question because every client has different goals and thus, every client’s estate plan must be tailored to reach these goals.   

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Caring for a Child with Special Needs? You May Be Eligible for Early Social Security Benefits

Caring for a Child with Special Needs? You May Be Eligible for Early Social Security BenefitsCaring for a child with special needs requires many resources, one of which may be Social Security Disability Insurance (SSDI).

When a parent of a child with special needs retires and begins receiving Social Security retirement benefits, the child may qualify for SSDI. A lesser known provision in the Social Security regulation allows the spouse of the retiree to also receive Social Security benefits regardless of whether they are of retirement age or not—so long as they are caring for the child with special needs at home.

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