Qualified Disability Trust can reduce Tax Burden
A qualified disability trust (QDisT) is a special needs trust that qualifies for a federal tax exemption.
April 4, 2023
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
There is Great Value in Special Needs Trust
A special needs trust (SNT) can help you provide financial security to your child after you die without leaving them ineligible for the government benefits that they need to sustain care.
November 21, 2022
Preparing for Retirement with a Special Needs Child
People with children who cannot support themselves need to think well past their own lifetime and figure out how to provide for children after they are gone.
September 22, 2022
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
Special Needs Trusts can Protect disabled Child
Special needs trusts can help fund quality-of-life improvements for the beneficiary, such as a phone, a trip or a private room in a group care facility.
July 11, 2022
Supplemental Needs Trust can safeguard Benefits
For disabled persons receiving financially based government benefits, supplemental needs trusts (‘SNTs’) can safeguard benefits and serve as an effective estate planning tool.
June 20, 2022
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
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