August 23, 2022 •
Estate Planning 
Many families help their disabled loved ones with whatever resources they have, if they can, but this must be done carefully to protect eligibility for government aid. An ABLE account—named for the Achieving a Better Life Experience Act—can be paired with Special Needs Trusts to improve the quality of life for the disabled family member.
Read MoreDecember 17, 2021 •
Estate Planning 
What happens if you are named an heir in an estate but you don’t want it? Does it go the person’s children if you reject the inheritance?
Read MoreDecember 14, 2021 •
Estate Planning 
Trusts can provide certain benefits for estate planning, including asset protection. But can you sue a trust?
Read MoreAugust 6, 2021 •
Estate Planning ![]()
Creating a will is important for all adults, but particularly those who have dependents—including adult dependents. Adding a trust to your estate plan can provide even more guidance.
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.
Read MoreMay 12, 2021 •
Estate Planning ![]()
While a will is one of the most important estate planning documents you can have, there are things that a will won’t cover.
Read MoreApril 12, 2021 •
Estate Planning ![]()
Just as you have trust in a relationship, trusting your document and those with responsibilities in the trust are crucial to obtaining your objectives.
Read MoreJanuary 6, 2021 •
Estate Planning ![]()
Done right by a lawyer, your heirs can avoid the expense and time of probating your will and may save on estate taxes, while easing the administration of your affairs while alive and after you have gone.
Read MoreDecember 15, 2020 •
Estate Planning ![]()
It is critical that parents and grandparents give careful thought to any gift of money or bequest in an estate plan, when the recipient has special needs.
Read MoreNovember 19, 2020 •
Estate Planning ![]()
If you are the parent of a person with special needs, you are well aware that the role you play is very different than it may be for other children. Properly planning to meet their financial needs, both in the immediate and long term, is a critical part of supporting your child. This support must often continue well past the typical age of adulthood, which means parents need to put in place financial tools to care for their children, in the event of the parents’ death.
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