Special Needs Planning

Monday, September 17, 2018

Seven Things You Should Know About Planning for a Special Needs Family Member

If you have a special needs family member, it is essential that you take steps to provide for your loved one while you are still able to do so. You need to have a plan in place that ensures the smooth transition of care for your loved one if you are no longer able to provide that care. In addition, you also need to ensure that your loved one has the financial means to provide for his or her care and needs.


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Saturday, January 20, 2018

Top 5 Things To Know About Special Needs Trusts


When it comes to planning for the continued care of a child or adult with special needs, there are a myriad of details to consider. How much of your legacy can you leave them? Can you do it without jeopardizing crucial government benefits? These are all questions that can be answered by a special needs planning lawyer.


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Thursday, December 21, 2017

How to Ensure You’re Prepared Financially for Retirement


How much money will I need to save for retirement?

Retirement should be a time of relaxation and enjoyment, but financial stresses can destroy the tranquility of your retirement.  According to a recent poll of CPA financial planners, the top concern among people planning for retirement is running out of money.  Take the stress out of your retirement by starting to make your financial Read more . . .


Monday, September 11, 2017

What You Need to Know About Special Needs Planning


If you have a child or other dependent with special needs, end of life planning is extremely important and cannot be left to chance. You want the best for your loved ones and want to ensure that they have the best possible resources to get them through the rest of their lives. In order to ensure that your loved ones are not missing out on important government benefits, you should work with an experienced


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