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8 Benefits to a Special Needs Trust You May Not Know
A special needs trust is an essential estate planning document for some families. It can accurately help protect a disabled individual from losing government benefits if they suddenly acquire additional future income. To ensure benefits aren’t someday taken away or grow to be invalid, like when an inheritance occurs, the wording and planning of a…
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The three documents your child needs to sign at 18
A 18th birthday usually comes with celebration and lots of newfound freedom. In the eyes of the law, this milestone means that your child can make their own financial, medical or legal decisions. It can be a frustrating time as you see your child try out their decision-making skills and make life choices. What you may…
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If you don’t know about ‘lack of liquidity’ you’re already behind
Estate planning can be tricky and often sneaks up during stressful times of family illness, discussions about money, or a loved one getting older. Mistakes are easily avoidable with some careful planning and knowledge of what’s in store for you. One common mistake is a lack of liquidity, or not being able to convert assets…
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