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When Retirement Feels Like Independence Day

When Retirement Feels Like Independence Day

by Annette Hines | Jun 27, 2023 | Special Needs Planning

After decades devoted to work, you’re ready to retire and celebrate your own personal Independence Day. Your plans this Fourth of July might include spending more time with the family, visiting America’s National Parks, or ramping up your volunteer work. You might...
How Do Special Needs Trusts Work?

How Do Special Needs Trusts Work?

by Annette Hines | May 22, 2023 | Special Needs Planning, Special Needs Trust

Parents with children who have special needs know they play a pivotal role in their child’s medical, social, emotional and mental health. They also face the challenges of figuring out government assistance programs like Medicaid and how these and other programs...
National Healthcare Decisions Day

National Healthcare Decisions Day

by Annette Hines | Apr 14, 2023 | General Interest, Special Needs Planning

National Healthcare Decisions Day is April 16.  Sponsor of The Conversation Project, The Institute for Healthcare Improvement uses this date to remind the public of the importance of having conversations and documenting our healthcare wishes for the future. Advance...
Factors to Consider when Picking Executor, Trustees and POAs

Factors to Consider when Picking Executor, Trustees and POAs

by Annette Hines | Feb 2, 2023 | Estate Planning, Special Needs Planning, Special Needs Trust

Having your estate planning documents created with an experienced special needs professional is important, as is naming the people who will be putting your plan into action. A key sticking point is often deciding who is the right person for the role, says an article...
How Trustees of Special Needs Trusts Are Compensated

How Trustees of Special Needs Trusts Are Compensated

by Annette Hines | Jan 18, 2023 | Estate Planning, Special Needs Planning, Special Needs Trust

Serving as a trustee of a special needs trust can be a time-consuming and complicated job, which is why trustees are almost always entitled to compensation for their services. Payment of trustees usually takes one of two forms: either a flat fee based on a percentage...
No Will? You’re Putting Your Kids at Risk

No Will? You’re Putting Your Kids at Risk

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...
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