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...


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.