Month: December 2025

Common mistakes to avoid when setting up a special needs trust

On Behalf of Macri & Associates, LLC | Dec 22, 2025 | Special Needs, Disability And Long-term Care Planning

While programs like Medicaid provide essential medical care, they don’t always cover expenses that can improve your loved one’s quality of life. These include specialized therapies, adaptive equipment, educational support and recreation programs, among others. A...

3 ways conservatorships can help to protect older adults

On Behalf of Macri & Associates, LLC | Dec 11, 2025 | Guardianships And Conservatorships

Many people fear conservatorships. They feel an aversion to losing control of their finances. Conservatorships exist to protect people who are vulnerable, not to endanger them. While family members may feel nervous about pursuing conservatorship, the reality is that...