Our Special Needs Estate Planning Blog
Asking yourself the hard questions about the future is emotional and difficult, and it is especially so if your family must consider special circumstances. On our blog, we address many issues relevant to protecting and planning for the future of your special needs loved ones. Follow us for regular, helpful updates.
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A No Nonsense Guide to Estate Planning by Lifestages When we don't know what to do, we procrastinate. It's time to cut the crap and salesmanship from estate planning. Here's what you need to know. -
Three Reasons Why Estate Planning is Now More Important Than Ever! The COVID-19 pandemic has already taught us some hard lessons. But maybe that's not such a bad thing. -
What is a Special Needs Trust? A special needs trust is a trust created pursuant to federal law for expenses beyond the basic benefits provided by government programs to a special needs individual. -
What happens to my property and investments if I become disabled? If you don't have advance directives and you become incapacitated, your family will have to go to court to have you declared incompetent in order to manage your money. -
Does your adult child with special needs need a guardian? (what to consider) If your child's condition is severe enough to block the ability to manage his or her property and business affairs effectively, then a guardianship may be needed. -
Special Needs Trusts for an Incapacitated Family Member If you have an incapacitated family member receiving Medicaid or SSI, you should consider setting up a special needs trust.