Special needs child holding mother's hand
Estate Planning
Kathrine Karimi

Understanding Special Needs Planning

Special needs planning is a crucial step for families who have a loved one with a disability. Special needs planning is the process of arranging financial and legal matters to support a person with a disability.

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EPGD Law Estate Planning
Estate Planning
Kathrine Karimi

Why The Need to Plan?

Estate planning attorneys often times run into situations where clients undermine the importance of having an estate plan. After the Tax Cuts and Jobs Acts (“TCJA”) was passed, the estate tax exemption nearly doubled to $11.18 million for single individuals and $22.36 million for those that are married. Due to the immense increase in the exemption, the market for secession planning has encountered a short decline. However, planning is necessary so that your best interests are adhered to in the event you’re unable to adhere to them yourself.

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