


We Continue To Help Our Clients Plan For The Future during the COVID-19 Pandemic With Virtual Consultations
Many of the rapidly changing circumstances due to the Pandemic create unique concerns for those with special needs and their families. In particular, the Economic Impact Payments (Link) and unemployment benefits federal add-on, have raised concerns for those on means...
Future Planning in Case of Your Own Special Needs or Medical Crisis
When you work on future planning for your family, including a child with special needs, you may want to consider that you may have special needs or a medical crisis at some point. Fortunately, there is a way to incorporate your potential future needs into your plan...
Is It Ever “Too Late” to Start Future Planning for Your Child?
Your child with special needs is becoming a teenager, or is about to turn 18, or is an adult living independently. No matter how old your child is now, you may wonder if it is “too late” to start future planning. It Is Rarely “Too Late” – Start Now! No matter what...
Why Your Special Needs Trust Should Be a Separate Free-Standing Document
When you decide to create a special needs trust for your child with special needs, you should ensure that the trust is prepared as a separate free-standing document. Some people think that creating SNTs in their wills or as part of a revocable trust that becomes...