
Including Siblings in Estate Planning for a Child with Special Needs
Siblings often play a long-term role in the care of a family member with special needs—early inclusion in estate planning builds confidence, clarity and family unity.

Siblings often play a long-term role in the care of a family member with special needs—early inclusion in estate planning builds confidence, clarity and family unity.

While we often associate dog trust funds with the super-rich, you don’t need to be Oprah to set up a dog trust fund. Anybody with a pet can set one up to help prepare for the future.

A trustee plays a critical role in managing a trust. However, if they become incapacitated, prompt action is necessary to protect the trust’s assets and beneficiaries.

My trust can also ensure that if I die while my daughter is a minor, my money will meet her needs as she grows up.

A special needs trust protects assets, while preserving eligibility for government benefits. However, spending must comply with legal guidelines to avoid jeopardizing support.

Legal planning can protect your parents, prevent family disputes and bring peace of mind to beleaguered caretakers in the sandwich generation.

Legal tools like power of attorney and healthcare directives are essential in forming a proactive legal strategy for cognitive decline.

Relationships with significant age gaps come with unique rewards and challenges, especially for couples discussing how to manage their estate later in life.

Explore legal options like guardianship and grandparent power of attorney to ensure the well-being of grandchildren you’re raising.

More Americans are entering their later years without people they can automatically turn to for assistance with their health and finances. Here’s how to start.