Families caring for a person with a disability make many decisions that affect benefits, quality of life, and financial security. Good information reduces stress and helps you avoid…
If you are a parent of a child with special needs, a special needs trust (SNT) should be an essential part of your estate planning. Without one, leaving…
A Letter of Intent (LOI) is an essential document for parents or caregivers that provides critical information about medical needs, routines, preferences, and long-term care plans of a…
A Special Needs Trust (SNT), also known as a Supplemental Needs Trust, is a trust created for a disabled beneficiary to hold funds in a way…
Special needs trusts are trusts that hold assets for a disabled beneficiary and distribute funds in a way that preserves the beneficiary’s eligibility to receive public…
Understanding the differences between first-party and third-party Special Needs Trusts is important when planning for a loved one with special needs. Both types of trusts serve to protect…
Several parents have contacted me recently about setting up stand-alone special needs trust for their children. Unlike a supplemental needs trust that is created in a Will…
Closeup of mother holding her children hand. All parents worry about protecting their children if the unthinkable happens. But those worries are compounded for parents of children with…