The Estate of The Union Season 4|Episode 9 is out now!
The Estate of The Union Season 4|Episode 9 is out now! Special Needs Planning is often one of the most misunderstood and complicated topics in
January 12, 2026
Prepare For When Your Special Needs Child Turns 18
Turning 18 is a major milestone – especially for children with disabilities – because it triggers critical changes in legal rights and parental responsibilities.
July 16, 2025
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.
May 22, 2025
Many Services a Special Needs Trust can Fund
A special needs trust protects assets, while preserving eligibility for government benefits. However, spending must comply with legal guidelines to avoid jeopardizing support.
February 17, 2025
Understanding the differences between ABLE Account and Special Needs Trust
Special needs planning can make a world of difference for disabled loved ones. Leverage ABLE accounts and Special Needs Trusts to care for them, even when you’re gone.
June 3, 2024
ABLE Accounts are a lifesaver for Special Needs Children
If you have a child or grandchild with disabilities, one of your biggest worries is what will happen when you are no longer around to provide aid.
February 16, 2023
Differences between ABLE Accounts and Special Needs Trusts
As government programs do not cover all expenditures related to these categories, ABLE accounts can be used to pay for shortfalls.
August 24, 2022
Take care managing ABLE Account Expenses
ABLE accounts are a way for people with disabilities to save and spend money, while protecting their access to public benefits.
April 4, 2022
Special Needs Trusts are a solution for Disabled Heirs
Estate planning is not a requirement. No one can force you to make your will, create a power of attorney or to own your property in a way to avoid probate. As a result, people too often let common estate planning excuses stand in their way.
March 8, 2022
Include Special Needs Child in Retirement Planning
As parents of children with special needs age, they should revisit the decisions they made—sometimes many years ago—regarding guardianship, beneficiarie, and other aspects of their child’s care.
November 16, 2021