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Planning Guide for Special-Needs Children

What if your child or grandchild has developmental challenges that will, or may, prevent them from being an independent adult? They could even be dependent on public resources for their care and living arrangements. A poorly planned, or unplanned, inheritance can disqualify vulnerable beneficiaries from the benefits they rely on to live. When one beneficiary may have more needs than another, how can you balance their different situations?

Image Chapter Brief The issue of ability to handle an inheritance goes ...

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