-
-
Recent Posts
Categories
- Advance Directives
- Beneficiary designation
- Charity
- Community Property
- Debts
- deed
- digital assets
- Divorce
- Elder Abuse
- Elder Care
- Estate Planning
- Estate Tax
- Exempt property
- Family Allowance
- Financial Planning
- Firearms
- Firm News
- Funeral
- Gift Tax
- Guardianship
- HIPAA
- Homestead
- Income Tax
- Inheritance
- IRS
- life insurance
- Marital Agreement
- Power of Attorney
- Probate
- Safe
- Safety Deposit Box
- Scams
- Separate property
- Special Needs Issues
- Special Needs Trust
- Tax
- Terminal care
- Trusts
- Uncategorized
- Will challenge
- Wills
Archives
- August 2018
- July 2018
- June 2018
- May 2018
- April 2018
- March 2018
- January 2018
- December 2017
- October 2017
- September 2017
- August 2017
- July 2017
- June 2017
- May 2017
- April 2017
- March 2017
- February 2017
- January 2017
- December 2016
- November 2016
- October 2016
- September 2016
- August 2016
- July 2016
- June 2016
- May 2016
- April 2016
- March 2016
- February 2016
- January 2016
- December 2015
- November 2015
- October 2015
- September 2015
- August 2015
- July 2015
- June 2015
- May 2015
- April 2015
- March 2015
- February 2015
- January 2015
- December 2014
- November 2014
- October 2014
- September 2014
- July 2014
- June 2014
- May 2014
- April 2014
- March 2014
- February 2014
- January 2014
- December 2013
- November 2013
- October 2013
- September 2013
- August 2013
- July 2013
- June 2013
- May 2013
- April 2013
- March 2013
- January 2013
- December 2012
- November 2012
- October 2012
- September 2012
- August 2012
- July 2012
- June 2012
- May 2012
- April 2012
- March 2012
- February 2012
- January 2012
- December 2011
- November 2011
- October 2011
- August 2011
- July 2011
- June 2011
- May 2011
- April 2011
- March 2011
- February 2011
Blogroll
Follow Us!
Feeds
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
Comments Off
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
Comments Off
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
Comments Off
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
Comments Off
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
Comments Off
RSS - Posts