Financial Planning: For Those Who Are at the Starting Line
Financial Planning I have always been a big thinker and quite an emotion-filled person. Even as a young person, I was the one to feel the worst when summer ended,...
Trusts
A Special Need Planning Timeline: 9 Steps to a Sound Family Plan
Planning for the future well-being of your children is a daunting task for any parent. The question for most parents is: where to even start?
Plan Early for Your Child’s Long-Term Security
Long-Term Security The vast majority of my clients who have children with special needs share the same goal: that they will outlive their children. The thought of leaving their loved...
Able Account or Special Needs Trust: How to Decide?
Able Account or Special Needs Trust In December 2014, President Obama signed the Stephen Beck Jr. Achieving a Better Life Experience Act (“ABLE Act”) into law, authorizing states to create...
Building a Resource Manual for Future Caregivers
Resource Manual Any parent of a child with special needs understands the amount of effort that can go into providing care for their loved one. Along with the roles that...
Protected Tomorrows: Start by Planning Today
Protected Tomorrows Overwhelmed is the prevailing word used by parents with a child who has special needs. There are so many things that need to be taken into consideration on...
Common Mistakes Parents Make with Their Special Needs Trusts
We meet a number of families each year that have already met with a planner in an attempt to design a special needs plan. The plans are put together with...
Special Needs (or Supplemental Needs) Trusts 101
Family members of individuals with disabilities and mental illness often are concerned about long-term care issues and how
Special Needs Planning: What is a Special Needs Trust?
The Special Needs Trust (SNT) is arguably the most important planning tool available to families with
A Mother’s Cry for Help!
The following letter is a Mother’s cry for help within our own system.
This affects all of us
