September 15, 2014Trusts When Should You Use A Trust? Are There Different Types of Trusts? When would it make financial sense to place our assets in a Trust? A trust is an estate planning document...
August 21, 2014Special Needs Trusts, Trusts What is a Special Needs Trust? While the majority of the clients we see love their children equally and wish to treat them equally when they...
February 9, 2014Long Term Care Planning, Special Needs Trusts Responsibilities of Trustees of Special Needs Trusts Trustee Held Responsible for Excessive Distributions Being a trustee is not a simple task. Trustees of special needs trusts (SNT)...
June 5, 2013Estate Planning, Government Benefits Inheriting Property Impact Eligibility for Government Benefits? Question: "My 31 year old son is disabled and has lived with his 89 year old grandmother for about 10...
April 17, 2013End of life decisions, Special Needs Planning, Special Needs Trusts The Future and Security of your Disabled Child The Future and Security of your Son or Daughter What Will Happen After I'm Gone? Imagine for a moment that...
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...