Takeaways Careful planning for the future of a loved one with special needs is one of the most critical life-protecting tasks you will ever provide for them. To approach the planning process in a meaningful
Takeaways Many parents have their retirement savings socked away in 401(k) plans and individual retirement accounts (IRAs). Retirement assets make up approximately one-third of all household financial assets in the United States. At the end
Think you’re finished with your planning project because you’ve signed the many, many documents your attorney prepared? Not so fast! You must now “fund” your plan. “Funding” means transferring asset ownership and updating beneficiary designations
Takeaways A Pressing Need for Autism Research and Services The need for comprehensive research and services that support people with autism has only grown more urgent in recent decades. According to the Centers for Disease
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.
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