6 Planning Tips for Special Needs Families

6 Planning Tips for Special Needs Families

Families with special needs include parents, or other family members (either children or adults) with special needs, and individuals with special needs. These families face unique planning challenges and serious consequences if planning is inadequate or improper. If...
A Critical Decision for Those Who Do Trust-Based Planning

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...
How Do I Give a Financial Gift to a Loved One With Special Needs?

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...
3 Questions You Should Ask About Your Special Needs Plan

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...
What Happens After I Die If I Have a Revocable Trust?

What Happens After I Die If I Have a Revocable Trust?

Revocable trusts are often promoted with an “Avoid Probate” slogan. They are supposed to make things easier for your descendants to manage after your death. This is certainly true most of the time, but what really happens after you die? And how can you...