What Role Does a Representative Payee Play in Estate Planning?
The Social Security Administration defines a representative payee as a person or entity that is designated to manage or receive supplemental…
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Don’t Forget Special Needs in Your Estate Planning
Financial planning is important for all families but having a child with special needs makes it even more imperative that parents consult…
Avoid These Mistakes When Planning for Your Special Needs Beneficiary
Do you have someone in your life who could be classified as a special needs beneficiary? If so, it is even more…
What You Need to Know About a Supplemental Special Needs Trust
You already know as a parent of child with special needs that you need to look to the future with care. If…
Do You Have Significant Planning Needs?
Many people might assume that they don’t need the benefits of estate planning and will therefore, put off this process entirely. However,…
What You Should Know About Special Accounts for the Disabled
You may have heard that there’s a new kind of plan out there for savings for disabled individuals, specifically as it…
Best Practices for Passing on Assets to Special Needs Beneficiaries
The tax code on its own is quite confusing but it can become even more complicated when you're thinking about leaving behind…
The Right Way to Plan for Your Special Needs Child
Parents of special needs children have unique needs when it comes to estate planning. As a recent article explains, parents of special…
Avoid These Common Estate Planning Mistakes
Estate planning is a field fraught with pitfalls. All too often, estate planning mistakes are discovered after the person who created the…
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