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What Is An Able Account And How Can It Help Protect Your SSI Check? – Begley Report

by Thomas D. Begley, Jr., Esquire, CELA An ABLE account is a new device available to the disability community that allows a disabled individual to have a limited bank account without risking eligibility for their means-tested public benefits.  ABLE accounts can receive $17,000 per year from all sources and are capped at the maximum account…

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PLANNING FOR SPECIAL NEEDS CHILDREN AFTER WE ARE GONE – Begley Report

By:  Thomas D. Begley, Jr., Esquire, CELA Planning for children with special needs is extremely important, and often completely overlooked or done haphazardly.  The problem is many of our children with disabilities will be unable to take care of themselves after we are gone.  As long as we are living, we will do everything necessary to…

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Understanding Estate Planning – Begley Report

By Thomas D. Begley, Jr. WHAT IS ESTATE PLANNING? Estate planning is the process by which an individual defines his or her goals for passing assets to beneficiaries and chooses appropriate tools and strategies for achieving those goals.  The process begins with a careful analysis of one’s situation, objectives, and potential tax liability. Only after…

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Providing For Your Grandchildren – Special Report

CASE STUDY:  GRANDPARENTS USE BOTH ESTATE PLANNING AND LIFETIME GIFTS TO ASSIST GRANDCHILDREN Harry and Sally have two grown children and four grandchildren who are all under age 18.  Harry and Sally are close to their children, Bill and Irene.  The grandchildren are a source of joy and pride and occupy a special place in…

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