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Tag Archives: Protecting My Assets

When to Consider a Special Needs Trust

By David Toback |

If you or someone in your family is disabled, or has any kind of special need, you may want to consider a special needs trust (SNT). An SNT can be crucial to protect government benefits, and to ensure that people get the continuing care that they need in the future. Why Use a SNT?… Read More »

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Could Getting Married Cost You Government Benefits?

By David Toback |

Now that the right to marry has been extended to all people, it’s tempting and understandable for many couples to rush to tie the knot. We’ve previously discussed how many standard estate planning documents may need to be altered or created when a couple gets married. But planning for marriage goes beyond just altering… Read More »

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Using an Irrevocable Trust as an Asset Protection Tool

By David Toback |

If you have assets that you want to make sure are enjoyed by your family for years to come, even after you’re gone, you may have heard what a valuable tool a trust can be. As the name implies, a trust holds property in trust for the use and enjoyment of the people you… Read More »

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