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Tag Archives: special needs trust
Trusts – Do They Work?
You bet. But what work do they do? Not much if they are not properly drafted and if you don’t use them properly. I speak with many attorneys who, like me, do some or a lot of their legal work … Continue reading
Posted in Estate Planning, Trusts
Tagged beneficiary, estate planning, special needs trust, trustee
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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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