Tag Archives: special needs trust

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

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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

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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

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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

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