Category Archives: Special Needs Planning
Benefit Your Loved Ones by Bringing Life to Your Estate Plan
We often tell our clients that there is far more to a legacy than money. A will and a trust are essential documents to have—but there’s more to protecting your loved ones than just those documents. With these important documents … Continue reading
Estate Planning with a Chronic or Terminal Disease
We mention often on our blog that each family will have unique circumstances and unique estate planning needs—this is especially true of families in which one member has a chronic or terminal disease such as cancer, diabetes, or, as mentioned … Continue reading
Leaving an Inheritance to a Special Needs Child
If you have a child with special needs, planning your estate takes on a whole new dimension; especially, as this article in Forbes points out, now that “state and local governments are tightening income restrictions for medical benefits and supportive … Continue reading
How a Special Needs Trust Can Help Your Child
You know how important it is to protect your family with an estate plan, but if you have a child with special needs then taking steps to protect them if something should happen to you is essential. Unfortunately, for families … Continue reading
Planning for the Future is Essential for Special Needs Families
If you have a special needs child, parent, or sibling then you know that planning for the future can be overwhelming under the best of circumstances; which is why so many parents and caretakers tend to live for today, while … Continue reading
Questions to Ask When Choosing a Guardian for Your Child
Choosing a guardian for your children is one of the most difficult things you may ever have to do as a parent, and if you have a special needs child the task is even more difficult. From parenting style to … Continue reading
Filling in the Blanks of Your Estate Plan
Do feel like there’s more to your children’s inheritance than money? Does your will or trust seem good but… not quite enough? You’re right. A will and a trust are essential documents to have—especially if you have minor children—but there’s … Continue reading
Plan Ahead to Secure the Future of Your Special Needs Child
Parents of special needs children know that they need to plan ahead. Depending on what the child’s needs are, that child may live at home and require a caretaker for the rest of his life. What that means is that … Continue reading
The Best Way to Help the Special People in Your Life
Parents, grandparents, aunts and uncles often come into our offices to make estate plans, and one of the questions they ask is how they can support the people in their lives who have special needs. Special needs can include anything … Continue reading
New Website May Help Caregivers Breathe a Sigh of Relief
If you provide care for an elderly relative or a special needs child you know how much work is involved in just getting away for an afternoon or evening, let alone planning for their care if you were to pass … Continue reading