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,
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
Bill Would Allow All Military Retirees to Name Special Needs Trusts as Beneficiaries of Pension Plans (Survivor Benefit Plan)
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
In stark contrast to previous COVID-19 relief bills, the $1.9 trillion American Rescue Plan, signed into law by President Biden on March 11, 2021, contains numerous provisions specifically aimed at supporting people with disabilities.