Estate Planning

"An Estate Plan Built For Special Needs", an article originally published in the Wall Street Journal on October 9, 2008. Reporter Rachel Emma Silverman interviews ASNP Co-Founder, Harry Margolis and ASNP Advisory Board member, Michael Gilfix.

A grandparent, aunt, or close friend of the family has written a generous check to your child with special needs or has named the child in a will or trust. Should you be pleased?...

You want to ensure that your child with special needs will remain financially secure even when you can’t be there to support them but determining how much a special needs trust (SNT) should hold is no small feat.   ...

Funding a special needs trust with enough money to pay for the needs of a child with special needs can be a daunting task for many parents. One solution is to fund the trust with a form of life insurance.

Written by two certified financial planners with special needs family members, this easy-to-understand guide is a comprehensive resource that addresses all areas of special needs planning.

An alternative to individual special needs trusts are "pooled trusts," which pool the resources of many beneficiaries. Becoming part of one may have advantages, depending on the situation.

Five tips to help plan for a child with special needs.

What exactly are "special needs" in a special needs trust?...

If you have a special needs child and are worried about what will happen to that child when you die, this detailed book helps you secure the child's future.