Category: Special Needs Trust

Five Common Estate Planning Mistakes

Estate planning is more complex than most people assume. Making a mistake during estate planning can drastically set you and your loved ones back, making it impossible to retire like you planned, or leaving your adult children with an unclear understanding of your inheritance wishes. These errors can be avoided by working closely with an… Continued

Life Care Planning and Special Needs

When considering how best to plan for someone with special needs and/or disabilities, it might be helpful to approach this task as a life care plan.  A life care plan is an ever-evolving assessment of financial security and supportive services, so that the person with special needs is able to live a life of meaning… Continued

Do You Have a Family Member With Special Needs? Why You Need a Trust

If you are the parents of a child with special needs, have siblings or other family members with special needs, you may be concerned about how to provide for their long term care and financial security.  Many people write these loved ones into their wills, with the best of intentions, thinking they are acting in… Continued