Special needs trusts are designed to give people with disabilities the money they need to improve their overall quality of life without putting any public benefits they receive, like Supplemental Security Income (SSI) or Medicaid, in danger. What does that mean?...
The creation of a special needs trust can do a lot for the security of a child that depends on you and your peace of mind regarding their future. By creating and funding a trust, you ensure that someone you love with special needs will have access to the resources...
Most people consider planning for retirement because it’s something they hope to be able to do in the future. With retirement planning in place, one thing you should remember is to add long-term care to that plan as well. Even in retirement, there may be a need for...
At the start of 2020, the Setting Every Community Up for Retirement Enhancement (SECURE) Act went into effect. While there are a lot of different aspects to the SECURE Act, one thing is for certain: Everyone who has an IRA (or similar retirement plan) should probably...
At the start of 2020, the Setting Every Community Up for Retirement Enhancement (SECURE) Act went into effect. While there are a lot of different aspects to the SECURE Act, one thing is for certain: Everyone who has an IRA (or similar retirement plan) should probably...
