Estate Planning

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

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

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

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.  ...

When an SSI beneficiary finds out that they will receive an inheritance, their first reaction may be to refuse it. But this refusal, also known as a "disclaimer," might worsen things for the beneficiary.

Once you begin to understand how the gift tax system really works, you may be pleasantly surprised to learn that most people can fund a special needs trust for a person with disabilities with a lot more than $14,000 a...

The financial planning steps a family takes when their child turns 18 establish the foundation for the child's support and well-being for the rest of the child’s life. Therefore, it is essential that parents take extra care when planning for...

When your child reaches adolescence, you may realize that radically different benefits will soon replace many services on which your child has long relied.

Can you prepare a will and special needs trust online without a lawyer?...