Category: Guardianship & Trusts
Independence + Security Balance: Balancing Independence with Security Guardianship and Its Alternatives
Balancing Independence In most states, there’s a presumption that individuals over the age of 18 are legally competent, regardless of any disabilities they may have. If no action is taken...
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?
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...
Creating a financial plan with a trusted advisor is critical, and arriving at various milestones can guide you in what to do next. Below are seven milestones to benchmark your planning efforts with financial advice for every turning point.
Answers to your most pressing questions on the topic of Estate Planning for children with special needs
The mom’s anguished question was, “Why do I have to pay $5,000 to speak for my 18-year old with Autism?”