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. ​Continuity of Care for a Trust Beneficiary If you are the main person...
Getting remarried after the death of a spouse or a divorce is fairly common. We also see it more and more in the senior years as people live longer lives. Whenever this happens, like it or not, there are plenty of planning issues that need to be addressed and...
If you’ve set up a special needs trust, then you’ve named a trustee to serve in the best interest of the person(s) it benefits (called a beneficiary). While it is true that trustees of special needs trusts wear many hats, oftentimes families are left with...
We are often asked the question… do we have too many assets to consider Medicaid Planning as part of our planning? This question can be asked in a few other ways, but essentially these clients are wondering if Medicaid Planning is for everybody. As a...
Planning is a must for small business owners. Market studies show that 65-75% of individuals surveyed have not created estate plans, or their plans are outdated and ineffective. The percentage of unprotected individuals and families is usually higher for younger...
