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Blogs


Latest Blog Posts

How to Choose a Special Needs Trustee: 5 Considerations

Posted on: December 12th, 2017
What are the responsibilities of a special needs trust trustee? And what to keep in mind when choosing one....

Learning from The Grinch

Posted on: December 6th, 2017
What Can We Learn from The Grinch?...

What Expenses Can ABLE Accounts Pay For?

Posted on: November 16th, 2017
ABLE accounts may be used for more than many beneficiaries realize -- including housing expenses, bus fare, and financial management services....

5 Ways to Make Purchases for SNT Beneficiaries

Posted on: November 7th, 2017
When serving as the trustee of a special needs trust, it is crucial to be careful when making distributions or purchases for the benefit of the trust beneficiary. ...

What Happens in Probate and Why You Want to Avoid It

Posted on: November 1st, 2017
It's common knowledge in the estate planning field that people like to avoid the probate process. Many people hold this general idea, but few know why or how they can avoid the mess of probate. ...

Making Sure Your Loved One Gets the Care They Need Without Interruption

Posted on: October 3rd, 2017
Effective special needs planning should not only address current daily routines and needs of your loved one, but also their future needs. This is best done through financial and/or estate planning....
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