Estate Planning

Here are some of the questions you will need to consider in guiding your attorney to create a special needs trust.

Special Needs 101

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.

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

What is special needs planning and how can special needs trusts help people with special needs?...

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

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 a person with special needs receives a large personal injury award, paying for health insurance could become an unaffordable expense unless precautions are taken. A special needs trust could be the answer.

Special Needs 101

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...