Our Blog
Should We Name a Sibling as Trustee?
Families of children with special needs are faced with a very difficult decision -- after the parents are gone, who will watch out for their child who can't watch out for themselves? Oftentimes, this question is coupled with -- should a family member be trustee of the...
6 Planning Tips for Special Needs Families
Special needs families face unique planning challenges with serious consequences for inadequate planning. Here are 6 special needs planning tips that every family should know about.
6 Things About Your Estate Plan You Should Review Every Year
One thing you can count on at the beginning of every new year is lots of lists. The best list, the worst list, "my New Year's resolutions list," and it goes on and on. Amy Grant has a beautiful holiday song known as "My Grown-Up Christmas List," and in that spirit, we...
Why Should I Create an Estate Plan?
We've noticed that more people are talking about estate planning and are actually doing something about it. I'm not sure if the increase means a concern about our mortality because of the global pandemic, or it is that people finally have some time to get to the items...
Should I Buy Long-Term Care Insurance?
Whether or not you should buy long-term care insurance is a question we get a lot. The answer is: it depends. This isn't a simple question to answer because there are so many variables, including: Your insurability Your age and resulting cost of the long-term care...
We Must Celebrate Hope
I always enjoy our holiday newsletter as we break from the legal topics and communicate something that is important to us. I will admit I am an "open book" or a what-you-see-is-what-you-get type of person, so I'm usually not hard to figure out, but this newsletter...
Do Beneficiaries of Special Needs Trusts Have Rights?
What happens if a dispute arises between a trustee and a beneficiary? There are five common rights of beneficiaries according to the Uniform Trust Code... A special needs trust is set up to provide money for the care and support of the beneficiary with special needs....
A Critical Decision for Those Who Do Trust-Based Planning
Estate planning has more challenges than most realize, and the biggest challenge (by far!) is just getting your initial estate planning done. One of the critical decisions involved with a trust-based estate plan is who will be the surviving trustee, or the manager, of...
Purchasing a Home With a Special Needs Trust
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...
Transferring a Business to the Next Generation
Over the years, one of the biggest challenges for small businesses is finding ways to transfer the value embedded in the business to the next generation. With the busy-ness of everyday operations demanding constant attention, business succession planning often remains...
Search Posts
Recent Blogs
Categories
Archive
The use of The Bell Law Firm, P.A. website does not constitute legal advice, nor does the use of The Bell Law Firm, P.A. website form an Attorney-Client relationship.