Leaving assets to your adult children or other beneficiaries may seem simple. But in many situations, it can be quite tricky. For example, if you have a beneficiary with special needs, you must take special care. July 28, 2020 by Steve Hartnett 0 Comments Maybe you grew up without much. You worked hard. You earned a good education. You succeeded in life even though the streets weren’t paved with gold where you grew up. In fact, maybe you grew up in a very impoverished, oppressed … [Read more...] about Leaving Assets Can Be Tricky – Part 3
Special Needs
Planning for Special Needs Children
Planning is important when providing for any of your children. But planning is even more important for special needs children. Without proper planning, an inheritance can jeopardize a special needs child’s needs-based benefits, such as SSI or Medicaid. Read on to learn more about planning for special needs children. Planning for Special Needs Children … [Read more...] about Planning for Special Needs Children
Your Planning Can Help Your Loved Ones
Each of us will die eventually. This article looks at how planning can make your passing easier for your loved ones. Specifically, this article will look at the importance of the manner in which assets are left for your loved ones. Your Planning Can Help Your Loved Ones … [Read more...] about Your Planning Can Help Your Loved Ones
Special Accounts for People with Special Needs
ABLE accounts provide tax benefits and flexibility to disabled people. ABLE accounts are available to those disabled before age 26. Read on to learn more about ABLE accounts and how they can be used with a Special Needs Trust for maximum advantage. Special Accounts for People with Special Needs … [Read more...] about Special Accounts for People with Special Needs
Veterans Day Reminder About Aid and Attendance Special Pension
As a society, we have always held those who serve in the military in the highest regard. We're also very cognizant of the importance of providing for the needs of our veterans when they return home. As a law firm that places an emphasis on elder law matters, this would be a good time to draw some attention to the Veterans Aid and Attendance Special Pension. Most people are aware of the fact that veterans of the armed services are entitled to a retirement pension after they have served for a … [Read more...] about Veterans Day Reminder About Aid and Attendance Special Pension
