Financial & Estate Planning

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Resource Catalogue

Resource Catalogue NBACL has compiled a complete list of available resources, both free and for purchase, into one downloadable list. You will also find additional resources here on our website, including online learning modules, videos, and links to many other useful websites.

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Precedent for a Discretionary Trust

Precedent for a Discretionary Trust

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Precedent for a Support Trust (with Limited Discretion)

Precedent for a Support Trust (with Limited Discretion)

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Summary of Net Worth Worksheet

This worksheet provides a summary of your net worth; namely, what you own minus what you owe. It should serve as a starting point only. Some of the items listed change regularly and therefore you should review this sheet regularly. When you meet with a financial planner and lawyer, they may have forms of their own for you to complete.

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Estate Planning Worksheet

Estate Planning Worksheet Estate Planning for a Child with a Disability

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