Estate Planning

If you own a business or plan to start one, your future business interests can play an important role in supporting your child with special needs. Careful estate planning can allow you to use your business as a long-term resource, helping to provide stability, care...

When you set up a trust as part of your estate plan, the beneficiary can’t make withdrawals on their own. Instead, this is handled by the trustee. You can give the trustee instructions to follow regarding how these distributions should be handled. As such, choosing...

A special needs trust is a way for parents to take care of a child who may not ever be fully independent. A well-funded trust can provide years of economic support. The beneficiary with special needs can also gain social support from the trustee overseeing their...

If you look at the statistics, the majority of people don’t have estate plans. One of the top reasons they give is simply that they think they’re too young. They’re waiting until they’re closer to the end of their life to make a plan for how their family should...

Family responsibilities are often what incentivize people to draft estate plans. Adults want to leave resources for their spouses or children. Young professionals in the first decades of their careers are less likely to have dependents who rely on them for financial...

A blended family can bring love and growth, but also unique financial challenges. Ensuring fairness while protecting everyone’s future requires thoughtful estate planning, and trusts can be a powerful solution. With the right trust in place, you can provide for your...

Deciding to plan for your child’s future can be one of the most important steps you can take as a parent. With a trust, you can ensure your assets are protected and managed wisely, helping to give your child financial security. Setting up a trust may seem like a...

Taking the time to think about what happens to your assets can be unnerving, but it can also be an important question to consider. If you do pass away without a proper estate plan in place, you won't get a choice in what happens to your assets, instead the law will...

Thinking about the future can be terrifying. Especially when it comes to ensuring your special needs child is cared for after you're gone. You love your child, and you want them to be safe and happy so while it's a difficult topic, having a clear plan in place can...

Receiving a life-altering medical diagnosis can be a difficult and emotional experience, to say the least. If you are facing this challenging set of circumstances, it’s important to keep in mind that beyond your – very understandable – immediate concerns about health...