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Tag Archives: special needs trust
Update Your Beneficiary Designations!
Many people experience a significant change in their family situation from time to time. These are occurring with ever increasing frequency. Perhaps a recent divorce, separation, or marriage. Or, your children have moved out on their own and perhaps have … Continue reading
Posted in Beneficiary designation, deed, Estate Planning, Financial Planning, Inheritance, life insurance, Special Needs Issues, Special Needs Trust, Wills
Tagged bank account, beneficiary, death, estate planning, IRA, life insurance, special needs trust, trust, will
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Update Your Will (part 2)
Preparing a will is the best way to be certain your property is distributed according to your wishes. What many people don’t realize is that keeping your will up to date is as important as having a will. That’s why … Continue reading
Posted in Estate Planning, Inheritance, Special Needs Trust, Wills
Tagged beneficiary, codicil, estate planning, executor, guardian, minors, special needs trust, trustee, will
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Signed My Will – Now What? (part 3)
In the first two posts in this series I addressed communicating where your will can be found and the need to prepare burial instructions. In this post I will address a number of other important documents to gather together. The … Continue reading
Posted in Advance Directives, digital assets, Estate Planning, Funeral, Probate, Special Needs Trust, Trusts, Wills
Tagged death, digital assets, estate planning, executor, planning, special needs trust, will
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How to plan for when your special needs student wants to live independently
Reprinted from Dallas Morning News blog By Robin LeoGrande/Special Needs Insider Here’s a new idea for students with special needs in North Texas: Having housing available to meet transition plans that include moving into more independent housing options soon after students … Continue reading
Posted in Advance Directives, Estate Planning, Special Needs Issues, Special Needs Trust, Trusts
Tagged caregiver, estate planning, incapacity, special needs trust, trusts, wills
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Documents Everyone Needs in Their Estate Plan
I sometimes have people come to me and say all they want is a will. Or all they want is a power of attorney. Or some other document. My usual response is to ask them what other estate planning documents … Continue reading
Posted in Estate Planning
Tagged agent, guardian, Medical Power of Attorney, power of attorney, special needs trust, trust, will
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