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What is a Special Needs Trust, and Why Do I Need One?

When Jake and Millie came to us last summer to set up a trust for themselves, their biggest concern was not as much about their own estate planning. It was making sure there was a unique plan in place for their daughter with special needs, Grace. Like millions of...

We’re Expanding Our Disability Services

For people with disabilities and their loved ones, planning for the future is like playing a game without the rules, blindfolded, and with one hand tied behind your back. You are expected to know the rules (government regulations), while planning for a future you...

Special Considerations for Special Needs

When you have a child with physical, emotional, or mental challenges, careful estate planning is crucial. In many cases it is important to preserve the child’s eligibility for government benefits and other programs. Wise planning can do that while still allowing...

Planning for Incapacity

Most of us realize that it is unrealistic to expect that accidents or misfortunes will never happen to us. We put off the need to worry about the possibility of incapacity until “someday.” Still, we do insure our autos, carry health insurance, and as soon as we have...
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