How a Special Needs Trust Protects Loved Ones
While it may not seem necessary when a special needs child is young, setting up a trust to ensure their financial stability is better to be done sooner rather than later.
May 2, 2023
Blog Articles
Ask Mom if She has a Will
My mother told me many times over the years that she had a will, and I believed her. When she passed away, we discovered that her will was 40 years old—and completely useless.
December 9, 2022
Durable Power of Attorney
Special Needs Family Requires Special Planning
As our children with disabilities grow older, and we ourselves grow older, the future can seem daunting. The future can be overwhelming.
October 31, 2019
Estate Planning
How Do I Plan My Estate With a Disabled Child?
As our children with disabilities grow older, and we ourselves grow older, the future can seem daunting. The future can be overwhelming. Taking steps to plan for the future can seem way too complicated, especially when you don’t know where to start.
September 18, 2019
Asset Protection
What Should I Know About a Special Needs Trust?
A special needs trust allows the beneficiary–your family member–to receive government benefits, while still receiving funds from the trust.
August 30, 2019
Estate Planning
What You Need to Know If Asked to Be a Trustee
If asked to be a trustee, anyone, unless previously experienced in this field would not know what the responsibilities are. How much work is involved? What is the time frame? Do I need to prepare tax returns and handle accounts? Can I get help? When do my responsibilities end?
August 12, 2019
Estate Planning
What Kind of Money Do I Need to Put into a Special Needs Trust for my Child?
Anyone with a child with special needs understands the need to prepare for the future. A trust is always a good place to start, and figuring out a savings goal for that trust is a key part to your planning.
August 1, 2019
Durable Power of Attorney
Your Assets, Your Wishes: You Decide or Should the State?
The state will most likely be happy to do it for you after you die. If you do not have a will or an estate
July 2, 2019
Asset Protection
How Do I Plan Financially with a Family Member with Special Needs?
Financial planning is daunting enough, but it becomes more complicated and critical when you have a child or family member with special needs.
June 13, 2019
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