Tag Archives: investment

Picking the Right Professionals for Your Trust

Picking the Right Professionals for Your Trust

Trustees of special needs trusts often need to pick professionals to assist with trust management and oversight. With so many licensed professionals to choose from, how does a careful trustee find the “right” professionals? Consider a few basic guidelines. How …
Continue reading →

Risks of Leaving Your Estate to Your Special Needs Child’s Sibling

Risks of Leaving Your Estate to Your Special Needs Child's Sibling

When making your estate plan, be aware that there are substantial risks to leaving your estate to the sibling of your child with special needs. Sometimes, doing so seems like the least complicated solution – the sibling can use funds …
Continue reading →