Revocable trust administration is usually easier to manage after the original Trustmaker dies when compared to the alternative of probate. The trust administration is private, there is no court involved, and usually, there are fewer third-party items involved in the...
Buying a house with a special needs trust can be a good move, but you should understand the pitfalls and complexities. For some people with disabilities, homeownership may present a uniquely empowering opportunity. But for many others, purchasing a home through a...
There are some things you need to know before giving a financial gift to a loved one who has special needs. The end of the year is approaching and the holidays are about to be in full swing. With that comes a time of gift-giving for family members. These gifts can be...
There has been a lot of excitement over the development of ABLE accounts recently. While ABLE accounts can be helpful planning tools for people with disabilities, they are certainly not a replacement for Special Needs Trusts. We’ll briefly look at why that is...
Planning for special needs families continues to evolve. Historically, families left their estates to other family members, and they just hoped the family would take care of the special needs person. Leaving an inheritance for a special needs person was risky and...
