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Blogs


Special Needs Planning

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. ...

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....

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....
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