How to Gather Information to Include in a Letter of Intent

Dec 18, 2018 | Blog

You read online or heard from your lawyer that you should write a “letter of intent” for your child with special needs. But you have no idea where to start. Your daily life is busy and sometimes chaotic, and sitting down to write a formal letter sounds overwhelming....

Can You Leave Retirement Account Funds to a Relative with Special Needs?

Nov 27, 2018 | Blog

If you support a relative with special needs, you may want to leave your retirement account funds to him. If this is not done correctly this can be a big problem. When you leave money or assets to a person with special needs, it could make him ineligible for...

What You Need to Know Before Your Child with Special Needs Turns 18

Nov 15, 2018 | Blog

Don’t wait until your child with special needs turns age 18 to begin planning. Becoming a legal adult leads to many changes in available benefits, needs, and your ability to act on your child’s behalf. Here are just a few of the many items for your to-do list....

How to Gather Information to Include in a Letter of Intent

Can You Leave Retirement Account Funds to a Relative with Special Needs?

What You Need to Know Before Your Child with Special Needs Turns 18

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How to Gather Information to Include in a Letter of Intent

Can You Leave Retirement Account Funds to a Relative with Special Needs?

What You Need to Know Before Your Child with Special Needs Turns 18

Recent Posts

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