Planning for Special Needs Requires Care
Estate planning should always be customized to each individual creating a plan. This is particularly important when planning for beneficiaries with disabilities.
May 3, 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
When Does Someone Need a Guardian?
Seeking a guardianship for a loved one is a decision that shouldn’t be taken lightly. Here’s how the process works.
February 23, 2022
Letter of Instruction is Resource for Executors
Executors can use additional information in administering estates, especially if the executor is unrelated to the decedent.
February 14, 2022
What a Will Can and Cannot Do
A will allows you to distribute your worldly goods, select a guardian for minor children and name an executor to carry out your wishes.
January 20, 2022
Choose carefully when Naming a Trustee
You created your revocable living trust to hold your assets. You did so because of the probate avoidance and other benefits. You may have included sophisticated tax-planning provisions in your trust.
December 21, 2021
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
The Estate of The Union Episode 10
The Estate of The Union episode 10 is live! In the newest installment of The Estate of The Union podcast, Brad Wiewel is joined by
October 25, 2021
Estate Planning for Special Needs Children
It takes a special parent to care for a child with special needs. These parents’ greatest financial concern is typically ensuring that their children are cared for when they can no longer do so.
October 18, 2021