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…
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…
5 Mistakes That Special Needs Parents Often Make
There are many misconceptions regarding special needs planning that can result in costly mistakes in planning for special needs beneficiaries. MISTAKE #1:…
Disability—Don’t Think “It Can’t Happen To Me”
Studies confirm that nearly everyone will face at least a temporary disability sometime during their lifetime. One-third of Americans will face a…