Estate Planning

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...

Parents giving gifts to children will sometimes provide nothing to the child with special needs while giving substantial amounts to the child’s siblings. This planning strategy can lead to trouble, as a recent Wisconsin case highlights.

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?...

I live in one state but my son lives in a group home in neighboring state.  Where should I establish a special needs trust for his benefit?...

Many people with special needs choose to live in group homes or supportive housing with other people with special needs.

Leaving a child with special needs out of your estate plan is almost always the wrong way to help the child.

It is very important for everyone, but especially for parents of children with special needs, to establish an organized system for conveying information about their special needs plan to the people who will be carrying it out.  The best way...