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

Maximize the Benefits of a Trust Fund

Trust funds are an important estate planning tool. They can protect your assets while you’re alive and help ensure that you leave money to your children or other loved ones after you die.

April 21, 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

Young Adults should have a Will

Millennials are finally embracing one of the cornerstones of adulthood, by writing their wills.

January 10, 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