When did you last check who you’ve designated to inherit your retirement and investment accounts? If you can’t clearly remember, then it’s probably time to update your beneficiary designations. It’s natural to think that you have plenty of time to make necessary...
Our office remains open, and in response to COVID-19, we have expanded our options for remote consultations and virtual meetings. Please contact our office to discuss what meeting option best fits your situation.
Principled Advocacy For Families And Individuals With Disabilities And The Professionals Who Serve Them
Month: November 2023
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Digital estate planning considerations: Special needs adults
Digital estate planning, an often-overlooked aspect of estate management, becomes even more critical when it involves a special needs adult. With the increasing reliance on digital platforms for communication, entertainment and daily living, ensuring that a special...