November 23, 2015Special Needs Planning Understanding the Importance of Special Needs Estate Planning What is Special Needs Estate Planning? Special Needs Estate Planning focuses on providing for the special needs of our loved...
August 6, 2015Special Needs Trusts Special Needs Trusts – What Are They? Question: What is a Special Needs Trust? Answer: There are situations where estate planning is less about asset protection, avoiding...
April 16, 2013Special Needs Trusts Special Needs Trusts Explained Question: "My wife and I (who are in our 60s) have been encouraged to set up a Special Needs Trusts...
August 1, 2011Social Security Disability Inheritance Disqualify From Social Security Disability Benefits? Question: My brother has a severe handicap due to a birth defect. He has been receiving disability benefits through social...