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Special Needs Trusts: Pooled Trusts

Special Needs Trusts: Pooled Trusts

A pooled trust is a type of first party special needs trust.  In Georgia, there are approved providers of a pooled trusts, the one with the longest and most comprehensive history of helping Georgians and their families is the Georgia Community Trust, associated with...

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Special Needs Trusts: 1st Party SNTs

Special Needs Trusts: 1st Party SNTs

This is the second blog post about special needs trusts, we are sharing three in total!  This post is about first party special needs trusts, sometimes referred to as 1st party special needs trusts or 1st pty SNTs.  We know that sometimes there are circumstances which...

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Special Needs Trusts: 3rd Party SNTs

Special Needs Trusts: 3rd Party SNTs

If you have a child or sibling who has special needs, you need a different approach to estate planning.  Why? Because if you want to provide for that child or sibling in your Will, there are more serious consequences to consider. For example, if your sibling is...

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College Kids and Advance Directives for Health Care

College Kids and Advance Directives for Health Care

'Tis the season for graduations!  In fact, we are celebrating the graduation of our founder and managing attorney's daughter from high school.  We know these young adults are getting antsy!  They are ready and want to leave for college. Yesterday.  In fact, a few of...

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3 Estate Planning Tips for Single Parents

3 Estate Planning Tips for Single Parents

Single parents find themselves in a precarious position. If something happened to you, the future health, well-being, and financial stability of your child would be uncertain. That’s why taking the necessary steps to create an estate plan ranks among the most...

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Where to Put Retirement Plans in Estate Planning

Where to Put Retirement Plans in Estate Planning

When most people think about planning their estate, they focus on things like the money in their bank accounts, their home, other property and their most important possessions. But a good estate planning lawyer will be sure to ask about all of your assets — including...

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