Category: Guardianship & Trusts

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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...

Plan Early for Your Child's Long-Term Security 0

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? 0

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...

Creating a Financial Game Plan | A Milestone-Based Guide to a Special Needs Plan 0

Creating a Financial Game Plan | A Milestone-Based Guide to a Special Needs Plan

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.

Building a Resource Manual for Future Caregivers 0

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...