Integrate Special Needs Planning Into Your Family’s Overall Estate Plan
The heart of estate planning for most parents comes down to one thing – making decisions that they think will...
October 11, 2016
Special Needs Trusts, Trusts
Special Needs Trusts, Trusts
What is a Special Needs Trust and when should you establish Special Needs Trust?
While you can certainly bequest money and assets to those with special needs, such a bequest may prevent them from...
February 25, 2016
Special Needs, Special Needs Planning, Trusts
Special Needs, Special Needs Planning, Trusts
Special Needs, Third Party, and Self Settled Trusts – What’s with all the Names?
When a person applies for Medicaid eligibility there are many pitfalls that an unsuspecting or unsophisticated applicant can run afoul...
January 21, 2016
Special Needs Trusts, Trusts
Special Needs Trusts, Trusts
Why Would Someone Need a Special Needs Trust?
Special Needs Trusts Many well-intentioned parents don't realize that an inheritance may cause many problems for their disabled or special...
November 23, 2015
Special Needs Planning
Special 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...
March 26, 2015
Short QA, Special Needs Trusts
Short QA, Special Needs Trusts
What is a Supplemental Needs Trust?
A Supplemental Needs Trust, sometimes called a Special Needs Trust is created to ensure that beneficiaries who are disabled or...