Special Needs Planning Annual Review Checklists 2025
The start of a new year is a perfect time to do a quick review of your Estate and Special Needs Plans. You should review your Estate Plan, Special Needs Plan, and Asset Inventory each
The start of a new year is a perfect time to do a quick review of your Estate and Special Needs Plans. You should review your Estate Plan, Special Needs Plan, and Asset Inventory each
Mental illness in the United States is more common than most people may think. More than one in five U.S. adults live with a mental illness and one in six U.S. youth aged 6 to 17 experience a mental
Special needs trusts (SNT) and Achieving a Better Life Experience (ABLE) accounts each provide a tax-free way for people with disabilities to save money. Both options provide a mechanism for saving money and protecting resources
This month, our Paralegal, Heather Geils, shares her experience as a Sibling. Siblings of individuals with disabilities are frequently involved in their brother’s or sister’s life longer than anyone else in their family. This involvement evolves
Young and adult children with special needs may have a developmental disorder, such as autism, ADHD, or Asperger’s syndrome. They may have an intellectual disability such as Down syndrome. Or, perhaps they have a learning
Children with disabilities present a unique challenge for parents who are looking to engage in estate planning. For one, you will want to optimize your estate to use, enhance, and enrich assets for your child.
The start of a new year is a perfect time to do a quick review of your Estate and Special Needs Plans. You should review your Estate Plan, Special Needs Plan, and Asset Inventory each
Many people dream of being able to enjoy traveling and are drawn to the lure of owning a recreational vehicle (RV). However, they may not realize that owning an RV could impact their government benefits,
There are two general purposes of a Special Needs Trust (“SNT”): first, to protect a person’s eligibility for government benefits, and second, to house funds for a person’s future lifetime needs. Those with special needs
The New York Times Magazine’s weekly The Ethicist column recently explored a difficult question that may challenge many parents of adult children with special needs. The Ethicist helps people sort out the morality of the
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