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
Special Needs Trusts Often Need a Professional Trustee
Managing a special needs trust requires more than good intentions—legal compliance, financial knowledge and long-term commitment often make a professional trustee the right choice.
May 15, 2025
What Type of Trust is best for You?
While a simple living revocable trust often meets the needs of many individuals, some require more specialized trusts to achieve their goals.
September 19, 2023
SNT can be a Vital Tool for Families
If you have a family member with special needs, you might face emotional and physical issues. However, you also may be concerned about maximizing the financial support that your loved one requires.
July 5, 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