June 21, 2022 •
Estate Planning 
For disabled persons receiving financially based government benefits, a supplemental needs trust (‘SNTs’) can safeguard benefits and serve as an effective estate planning tool.
Read MoreMay 20, 2022 •
Estate Planning 
Frequent triggers also include changes in the health of executors and guardians; changes in laws, which may impact tax and legal strategies; and changes in state residence, which can also impact planning.
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Estate planning should always be customized to each individual creating a plan. This is particularly important when planning for beneficiaries with disabilities.
Read MoreApril 21, 2022 •
Estate Planning 
The Internal Revenue Service (IRS) recently issued much anticipated proposed regulations that clarify and revise some of the required minimum distribution (RMD) rules for qualified plans (i.e., 401ks, 403bs, etc.) and individual retirement accounts (IRAs).
Read MoreJuly 23, 2021 •
Estate Planning ![]()
First, before making a gift or bequest outright to your youngest son, consider whether now or in the future he will possibly be eligible for governmental assistance based on his disability and his own assets.
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