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The Essential Guide to Special Needs Trusts: A Trustee's Perspective
A special needs trust (sometimes called a supplemental needs trust) preserves eligibility by owning assets for the beneficiary and spending them only in ways that supplement—rather than replace—government support. At the heart of every special needs trust is the trustee, charged with administering the trust in accordance with complex laws and regulations. The trustee’s role is both vital and challenging, requiring diligence, compassion, and an understanding of public benefit
Sep 18, 20259 min read


Estate Planning for Pets: Ensuring Their Future
Because animals are legally considered property, they cannot inherit money or assets directly, and without proper planning, they risk ending up with someone who may not know them or want them. Including pets in your estate plan is therefore essential to ensure that they continue to receive the love, care, and stability they’ve always known.
Sep 16, 20257 min read


Estate Planning for Content Creators and Social Media Influencers: Protecting Your Digital Legacy
As the world of social media and digital content creation continues to expand, so too does the need for thoughtful estate planning for those who make a living online. If you’re a YouTuber, podcaster, Instagram star, TikTok creator, or run a blog or e‑commerce platform, your brand and livelihood exist largely in the digital world.
Sep 14, 20256 min read
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