Blog

Having an estate plan is necessary if you or your senior loved one wishes to have a say in what happens in the end of life and with assets after death.

As Americans anticipates the Biden Harris Administration, noting the President-elect's tax plan is crucial for higher-income households to understand and likely make adjustments to their financial and legacy planning.

You may be wondering what the difference between Elder Law and Estate Planning is. The short answer: Both share similar concerns. The longer answer? The differences make all the difference.

The documents we create for you might be “just pieces of paper,” but they are worth a great deal more than that.

The pooled trust receives funding from many different, unrelated beneficiaries; the funds are earmarked into subaccounts for use by individual beneficiaries, however, all contributions are “pooled” together to be invested and managed as part of a much larger trust account.

Writing a letter of intent (LOI) for your special needs child can help bring them family continuity and comfort after you are gone.

The law used to be that a disabled person had to rely on others to create a trust, to keep government benefits.

Estate planning requires specialized planning when you have a child with special needs. Looking to the future as to how your child will be able to function in the world as they age is particularly tricky to assess.

Special needs trusts are a class of trusts made specifically for the benefit of those with physical and/or mental disabilities.

Trusts are certainly not the most perspicuous of legal inventions, but they can be a critical part of special needs planning.