Comprehensive special needs estate planning may appear intimidating, but thoughtful planning ensures a smoother transition for the disabled individual and everyone involved. Considerations include: Is a special needs trust necessary? Who will be trustee? Is a guardian necessary? How do I properly designate a special needs trust as beneficiary of retirement plans?
- Your Estate Plan Is More Than a Special Needs Trust October 2023
- Tips on Staying Organized when Managing the Affairs of a Loved One with Disabilities November 2021
- Millennials and Estate Planning July 2021
- Individuals with Disabilities and the Animals Providing Them Services June 2021
- Are You Really Ready? Realistic Planning for Parents and Other Caregivers April 2021
- How to plan for retirement when you have a child with special needs February 2021
- Special Needs Beneficiaries Can Be Explicitly Included in Estate Planning September 2020
- Special Needs Estate Planning for Families with Special Needs: Top 10 Action Steps February 2020
- Letter of Intent July 2013
- What Are You Waiting For? April 2012
- The Other Special Need: Planning for Those with Severe Mental Illness February 2011
- Veteran’s Benefits November 2010
- Estate Planning for People with Disabilities January 2010
- The Military’s Survivor Benefit Plan and the Disabled Child June 2009
- Generational Planning: When the Caregiver Needs Help March 2009
- Planning for Multiple Generations January 2009
- Planning Your Estate: When a “Simple Will” Won’t Suffice August 2008
- Fixing a Flawed Special Needs Estate Plan January 2008
- Questions About Setting Up a Special Needs Trust January 2008
- Estate Planning for Families With Special Needs Children October 2007