Resources

Can an Individual Create a First Party Special Needs Trust for His or Her Own Benefit?

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…

What is a Pooled Special Needs Trust?

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…

Can Proceeds of Insurance Policy be Seized to Pay Debts of an Estate?

After you die, your estate is responsible for your debts. Creditors can make claims against your probate estate for what you owe. Assets such as life insurance…

Celebrating Seven Years!

The past year was an eventful one for my firm. Below are some of the few highlights have helped start 2017 on a positive note. Today marks my firm’s…

Wishing You Peace

As the year draws to a close, I have a lot for which to be thankful: My greatest joy is my family, and I am thankful for…

What are the Mental Requirements for Making a Will?

A concerned daughter contacted me. Her mother’s Will was outdated, and needed to be updated. She has been wanting to make changes for years, but getting this…

Will Your Surviving Spouse Disinherit Your Children

I have written before that if you are part of a blended family, making an outright distribution to your spouse may result in your children from…

Beware of Love Scams

Is your elderly parent or grandparent involved in a new relationship with someone significantly younger? If so, beware. Thanksgiving may be a good time for you to…