Estate Planning

The ever-increasing life expectancies of people with disabilities mean that comprehensive special needs planning requires short- and long-term planning.

A True Link card could save your family member from exploitation and predatory banking practices.

A qualified disability trust (QDT) can minimize unnecessary tax consequences.

Some special needs trusts may be eligible for considerable tax savings. Here's how.

Special Needs 101

In most cases, people with disabilities have the capacity to create their own estate planning documents, and in some cases it is crucial that they do so.

Special Needs 101

Retirement accounts like 401(k)s and IRAs make up the majority of most people's savings. While these plans encourage saving by offering significant tax rewards, they were certainly not set up to help families with special needs.

Special Needs 101

If your child has special needs, a standard estate plan -- will, trust, power of attorney, and health care proxy -- may not be adequate for your family. Here are three must-have documents...

Special Needs 101

A Special Needs Trust (SNT) can play an important role in preserving the financial security and lifestyle of a person with special needs. A properly drafted SNT allows the individual to benefit from supplemental resources while still qualifying for public...

Special Needs 101

Credit cards offer a way for the trustee of a special needs trust to avoid giving a beneficiary cash while at the same time not serving as the beneficiary's designated shopper.

Special Needs 101