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Love and Remarriage in Retirement
Finding Love in Your Later Years Calls for Planning Finding love and companionship again in the later part of life can be wonderful, but it can also be very complicated. Taking the plunge without proper planning can have tremendous negative consequences. About 50% of...
What You Need to Know About the SECURE Act
The SECURE Act is Now Law -- The Changes are Significant Estate planning should never be considered a one-time event. In reality, an individual's estate plan must continually adapt to changes in their lives and changes to the law. Laws change all the time, but often...
How Do I Give a Financial Gift to a Loved One With Special Needs?
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...
Helping Yourself and Others Through Grief During the Holidays
The grieving process can make the holidays very challenging... We all remember our first feelings of grief and learning how to work through this new, uncomfortable process. For many of us, our first experience with grief came in childhood. For me, my first moment came...
3 Questions You Should Ask About Your Special Needs Plan
When Should You Consider Updating the Key Players in Your Special Needs Plan? It's a wonderful feeling to have completed and executed a plan for your child with special needs. But how often should you revisit the people you chose to be guardian, trustee, health care...
When Does My LLC Need an Operating Agreement?
The Limited Liability Company (LLC) is one of the more common forms of business ownership for small business owners. LLCs offer flexibility, can provide asset protection, and in some cases, might provide tax advantages for a small business owner. LLCs can also use...
Dementia Trends Confirm Growing Need for Long-Term Care Planning
Dementia trends confirm growing need to include long-term care planning into their overall estate planning process.
Special Needs Trusts and ABLE Accounts: Why You Probably Need Both
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 later,...
What Is a Power of Attorney and Why Might I Need One?
Powers of Attorney are an important tool for anyone over the age of 18; they specify powers for the Agent to navigate difficult times when you can’t make your own decisions.
Prepaid Debit Cards for SNT Beneficiaries
Prepaid Debit Cards Enable Special Needs Trust (SNT) Beneficiaries to Quickly and Independently Make Purchases More and more, trustees of SNTs are relying on “administrator-managed prepaid debit cards” when disbursing funds to beneficiaries. True Link is a...
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