Special Needs Trusts

Accounting Is Not Only Important - It's Mandatory

Unfortunately, too many trustees of special needs trusts or those who oversee funds for people with special needs don't even know that they have a duty to account for the funds they manage, let alone perform that duty correctly.


The Pros and Cons of ABLE Accounts

The Achieving a Better Life Experience (ABLE) Act gives some people with disabilities or their families the ability to establish tax-free savings accounts, but they may not be for everyone.  Here are some pros and cons of these new accounts