Article-97546

January 7, 2021 |

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 security income or ...

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Article-95862

August 13, 2018 |

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 directly with experienced ...

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Article-95839

July 31, 2018 |

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 important that you ...

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Article-95643

April 12, 2018 |

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 you’re no longer ...

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Article-95612

March 27, 2018 |

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, more and more ...

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Article-4367

July 7, 2016 |

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 relates to long-term ...

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Article-4150

April 5, 2016 |

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 assets for a ...

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Article-1939

February 27, 2014 |

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 needs children who ...

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Article-1288

November 7, 2013 |

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 estate plan has ...

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