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Tag Archives: special needs trust
The Importance of Special Needs Planning
If you have a special needs child, adult child or you provide for such a person in your will (for example, leaving funds to a special needs person who may be your nephew, granddaughter, or the child of someone you … Continue reading
Posted in Estate Planning, Financial Planning, Guardianship, Inheritance, Special Needs Issues, Special Needs Trust
Tagged estate planning, guardian, planning, special needs trust
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Your Inheritance – Are You Ready?
Inheriting wealth can be a burden and a blessing. Even if you think a family member may remember you in their will, there are many aspects of receiving an inheritance that you may not have considered. Here are some things … Continue reading
Posted in Estate Planning, Estate Tax, Financial Planning, Income Tax, Inheritance, Tax, Trusts, Wills
Tagged bank account, estate planning, financial advisor, income tax, inheritance, IRA, special needs trust, taxes, will
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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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