Estate Planning

Five tips to help plan for a child with special needs.

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. ...

Written by two certified financial planners with special needs family members, this easy-to-understand guide is a comprehensive resource that addresses all areas of special needs planning.

Special needs planners often recommend life insurance as a funding mechanism for an SNT.  Here's why, and what your main choices are.

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

At some point in their child's early adolescence, most families suddenly realize that the services and programs that they rely on to care for the child will soon disappear and be replaced by radically different benefits.  One of the most...

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...

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.

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...