Special Needs Planning
Estate planning should always be customized to each individual creating a plan. This is particularly important when planning for beneficiaries with disabilities.
Estate Law Blogs & News
Does an Elder Orphan Need an Estate Plan?
This is big concern for millions of older Americans who don’t have a spouse, children or other family they can depend on to watch out for their well-being.
Should I Ask Mom and Dad about Their Finances?
There are now more than 70 million Baby Boomers in the U.S. However, millions of adult children may not be prepared to make important decisions about their parents’ future if necessary, because of a lack of knowledge about their parents’ finances.
Estate Planning for Special Needs Children
It takes a special parent to care for a child with special needs. These parents’ greatest financial concern is typically ensuring that their children are cared for when they can no longer do so.
Should I Keep My Life Insurance Policy?
For many, there are potential benefits to continuing a life insurance policy or purchasing certain types in retirement, when it comes to taxes, estate planning and long-term care. Here are some ways to use a life insurance policy that you may not know about.
Estate Planning for Couples with Big Age Differences
Increasingly, financial advisors are working with clients from nontraditional families, which can sometimes require different or additional strategies to protect their assets and achieve their financial goals.
Will Medicaid Come after My Mom’s Estate?
Both of my parents entered a facility on Medicaid in January 2020. My dad passed two months later. Their home was sold in December 2020. My mom has been in rehab since a fall. When would the estate recovery begin? It’s confusing.
How Do Special Needs Trusts Work?
Trusts give parents of special-needs children additional options for extending care and financial assistance. However, you might need some expert help.
Should You Get Medical Power of Attorney?
Ensuring that your wishes on your medical care are followed is up to you. Take action now while you’re well, or you could lose a say in the matter during a crucial time later.
Can a Person with Alzheimer’s Sign Legal Documents?
Due to the debilitating nature of Alzheimer’s and related forms of dementia on your loved one’s ability to make sound financial decisions, the sooner you can get financial matters in order the better.
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