Estate Planning
When Is It OK for an SNT Trustee to Be Compensated?
Busy trustees deserve payment, but there are important guidelines to follow to determine how — and how much — to bill the trust.
David Fulton March 28, 2022
Read More »
Budgeting
Start The Year On The Right Foot
The beginning of a new year is the perfect time for us to talk about the various factors that can influence your planning. For example,
Skip Fleming, CFP® January 21, 2022
Estate Planning
Leaving an Inherited IRA to a Special Needs Trust Is No Longer Such a Bad Idea
An exception to the SECURE Act’s otherwise stringent rules about distributions from inherited IRAs potentially changes longstanding advice about leaving retirement funds to a special needs trust.
David Fulton August 11, 2021
Estate Planning
The 3 Most Essential Documents for Parents of Children with Special Needs
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
Skip Fleming, CFP® July 11, 2021
Estate Planning
A Menu of 8 Important Trust Options
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
David Fulton June 8, 2021
Estate Planning
12 Estate Planning Absolute Must-Dos
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
Skip Fleming, CFP® June 8, 2021
Estate Planning
What Issues Should I Consider When Reviewing My Estate Plan
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
David Fulton June 8, 2021
Estate Planning
Does Your Child’s Special Needs Trust Need a Tune-Up? Probably.
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.
David Fulton May 12, 2021
Estate Planning
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.
David Fulton May 12, 2021
Estate Planning
4 Questions to Help you Choose the RIGHT Professional Trustee
Not every potential trustee provides the best services for trusts designed for children with special needs. Here are some questions to ask while searching for the right one for your new trust.
David Fulton March 15, 2021
Featured Posts:
