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Blogs


Special Needs Planning

Do Not Confuse a Trustee With a Care Manager

Posted on: June 5th, 2017
Often special needs trustees are involved in many aspects of a beneficiary's life. This level of involvement can be confusing for beneficiaries and their families who may be under the impression that trustees can make decisions regarding ALL aspects of life....

How to Create a Memorandum of Intent

Posted on: June 30th, 2016
Creating a Memorandum of Intent for a child with special needs is vitally important to preserving their way of life if you should pass away. Important preferences about their life, abilities, living situation, work situation, etc. can be conveyed in the letter to help future guardians or trustees make this difficult transition a little easier....

Guide to Special Needs Planning

Posted on: May 4th, 2016
The basics of planning for a loved one with special needs - what you need to know, what tools are available to help....

An Update on ABLE Accounts

Posted on: April 6th, 2016
On December 19, 2014, the Achieving a Better Life Experience Act (ABLE Act of 2014) was signed into law. This allows those with disabilities to create tax-free savings accounts....

The Most Important Planning Tool for Special Needs Families

Posted on: February 16th, 2016
Special Needs Trusts are the foundation of an effective special needs plan. There are three types of Special Needs Trusts that can be used by families to care for their loved ones with special needs....

5 Planning Tips for Special Needs Families

Posted on: February 2nd, 2016
Special needs families face unique planning challenges with serious consequences for inadequate planning. Here are 5 special needs planning tips that every family should know about....
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