As the parent of a child with special needs, the primary estate planning documents consisting of a Will, Advance Medical Directives, Health Care Proxy, and
Clients who have children with special needs must deal with a unique set of planning issues. In addition to health, educational, and care planning issues,
A trust is an instrument set up to hold the property of an individual, often called the grantor, for one or more designated beneficiaries. The
When was the last time you had your Estate Plan reviewed? Many of you already have estate documents, probably executed many years ago. We strongly
Estate planning is a critical aspect of the financial planning process. Reviewing your documents is an important exercise, both at the outset and throughout changes
A bipartisan bill fixes a flaw in earlier legislation and would finally allow any veteran to allocate pension payments to a trust for their survivors with special needs.
It’s easy to throw your new special needs trust into a drawer and forget about it. While having a plan in place is a great start, the trust and related documents do need to be maintained.
Often people wonder what should I consider when reviewing my investments? Whether you are a novice or experienced investor, it is critical to review your
You’ve saved for years. Now that you are retired, did you create an income plan from your savings? The financial industry and media constantly
You have saved and invested for decades, and now you are preparing for retirement, or maybe you have already left your job. While the idea
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