Articles by Martin Schamis
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Estate Planning for the Family of a Child With Special Needs
Parents of children with special needs are faced with unique considerations and choices when developing their estate plan.
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A Family Conversation on Estate Planning
While having a family conversation about your estate plan may be uncomfortable, such dialogue can help avoid surprises, lead to better financial planning, and help you develop a long-lasting family legacy. Here’s how to get one started.
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How to Start Planning Retirement Withdrawals
Planning a retirement withdrawal strategy is a fundamental step toward replacing a traditional paycheck with a long-term retirement “paycheck.”
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Optimizing Tax Strategy and Charitable Giving With a Donor Advised Fund
When developing a charitable giving strategy, there are a number of approaches and solutions to consider, depending on your unique circumstances. Let’s take a look at one option that may be worth considering—a Donor Advised Fund (DAF).