Skip to content

Special Needs Children and IRA’s

To protect a child’s government benefits, it is important to plan carefully when leaving behind assets for a child with special needs. It is also important to protect those assets against later claims after your death and, in some cases,…

Read More

Planning For Special Needs and Your Estate

A third-party special needs trust, sometimes referred to as a supplemental needs trust, can be used to provide estate planning tools to the parents of children with physical/mental disabilities. In this type of trust, assets will be provided to the…

Read More

Special Needs Planning

Enabling the Disabled As we begin October, we would like to honor Disability Awareness Month. Let’s look at planning for disabled people to live their best lives. Family money can be carefully managed to fit the disability-benefit rules and still…

Read More
Back To Top