Estate Planning

Life insurance provides a unique opportunity for many families to guarantee the financial security of their loved ones with special needs without placing a significant financial strain on other family members.

In case you haven't thought of checking in with your special needs planner in a while, here are five events that should trigger an immediate call to your attorney.

My special needs trust refers to someone called a settlor but my friend's trust has a grantor.  Are these roles different?...

Can a special needs trust have more than one trustee at a time?...

Trustees of special needs trusts have many important responsibilities, but these five likely rank at the top of any trustee's list.

We have a brother with special needs -- a documented intellectual disability -- who works full time and does not receive benefits. Our father just died and we have money coming, but he did not include our brother in his...

Parents are often very familiar with the government benefits their child receives, but many don't think about the effect that their own estate plan can have on those benefits. ...

Special needs planners often recommend life insurance as a funding mechanism for an SNT.  Here's why, and what your main choices are.

Through its “Build Your Future” online tool, The Arc helps adults with intellectual or developmental disabilities and their families plan ahead so they can live as independently as possible throughout their lives. ...