Estate Planning

Guardianship Basics

Guardianship can provide parents of children with special needs a way to protect their child's financial and medical well-being even after they have turned 18.

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Special Needs 101

Special Needs Planning and Retirement Benefits

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.

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Special Needs 101

Is It Time for a Professional Trustee?

In some cases a parent or family member can handle the job of trustee of a special needs trust perfectly well, but in other cases the task can simply become overwhelming. Here are some warning signs that a professional trustee...

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