by ssonnenberg7 | Nov 15, 2022 | Estate Planning, General Interest
If you’ve already created a revocable trust, congratulations—that means you’ve taken steps to protect the people important to you and eliminated concerns they may have about what will happen when you’re gone. A recent article, “3 Things to Consider when Naming...
by Annette Hines | Nov 4, 2022 | Estate Planning, General Interest, Parenting, Special Needs Planning
Many people delay the conversation or thoughts of having to prepare a will. Confronting the possibility of one’s death is not easy. However, as the recent death of actor Anne Heche shows us, not having a will can place a significant burden on your children and cause...
by Annette Hines | Oct 12, 2022 | Announcements, Education, Elder Law, Estate Planning, Special Needs Planning
October is Special Needs Awareness Month! To celebrate, Annette Hines hosted four webinars on important topics related to Special Needs Law. Following those events, she also aired Parenting Impossible Podcast episodes on three of the topics listed below. Click on the...
by Annette Hines | Aug 9, 2022 | Estate Planning, Parenting, Special Needs Trust
Part of providing comprehensive estate planning for families includes being prepared to address the needs of family members with special needs. Some of the tools used are trusts, guardianship and tax planning, according to the article “How to Help Clients With Special...
by Special Needs Law Group | Dec 28, 2021 | Estate Planning, Parenting, Special Needs, Special Needs Planning, Special Needs Trust
If you have a child with disabilities, it is crucial to set money aside for the child’s future. At the same time, you need to consider your child’s access to public benefit programs such as Medicaid and Supplemental Security Income (SSI), as well as the state and...
by Annette Hines | Dec 2, 2021 | Estate Planning, Special Needs, Special Needs Planning, Special Needs Trust
One of the most important roles in a special needs plan is that of trustee, the person who administers a special needs trust (SNT). Of a trustee’s many responsibilities, record-keeping is perhaps the most crucial. Because the trustee is managing accounts on behalf of...
