The term ‘estate planning’ conjures specific ideas about leaving assets to heirs, fighting over Mom’s jewelry and lengthy entanglements with the probate court. Read more
Special Needs Trust
If having assets distributed outright to a beneficiary could cause potential problems, there are several reasons to think about creating a trust. Read more
If you have a family member with special needs, you might face emotional and physical issues. However, you also may be concerned about maximizing the financial support that your loved one requires. Read more
Setting up a trust is one way to transfer wealth to a loved one and create financial stability for them. Read more
While it may not seem necessary when a special needs child is young, setting up a trust to ensure their financial stability is better to be done sooner rather than later. Read more
If your beneficiary designations are out of date and you die without updating those designations, your assets could go the wrong people–a former spouse, for example–no matter what your will says. Read more
