Estate Planning

An exception to the SECURE Act's otherwise stringent rules about distributions from inherited IRAs potentially changes longstanding advice about whether to leave retirement funds to a special needs trust.

Britney Spears’s struggle to regain control over her business and personal life shines a spotlight on legal guardianship and less restrictive alternatives.

A bipartisan bill fixes a flaw in earlier legislation and would finally allow any veteran to allocate pension payments to a trust for their survivors with special needs. ...

Terminating a special needs trust is not as simple as merely writing a check to the remainder beneficiaries and calling it a day. There are several key considerations and requirements to keep in mind.

A new online calculator guides parents through the estate planning process by assessing the cost of everything their child with special needs is likely to need for the duration of his or her life.

Parents of a child with special needs know that they must plan for the child’s care and support, especially if the child is unlikely ever to be able to earn an income.  If divorce is looming, be sure to learn the answers to these key...

Trusts are important vehicles in special needs planning. What happens, though, when the primary beneficiary of a special needs trust dies and there are assets left in the trust? How are taxes calculated and paid?...

As 2019 drew to a close, Congress passed a spending bill that includes significant changes to retirement savings accounts. For families with special needs members, these changes will have an impact on estate planning.

You may be thinking about setting up a trust. Before you commit to a plan, make sure you understand the differences between the two basic types of trusts: a revocable living trust and an irrevocable trust.