As Americans anticipates the Biden Harris Administration, noting the President-elect's tax plan is crucial for higher-income households to understand and likely make adjustments to their financial and legacy planning.

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The pooled trust receives funding from many different, unrelated beneficiaries; the funds are earmarked into subaccounts for use by individual beneficiaries, however, all contributions are “pooled” together to be invested and managed as part of a much larger trust account.

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Estate planning requires specialized planning when you have a child with special needs. Looking to the future as to how your child will be able to function in the world as they age is particularly tricky to assess.

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