You may hear the term “special needs” and automatically think of children. However, there are many families that have a young adult or even an older relative with mental or physical disabilities that fall under the category of special needs.
Have you ever heard of a 529 plan? If not, don’t worry, you aren’t alone. However, if you intend to include education planning for your children or grandchildren as a part of your estate plan, you may want to learn more about them.
One of the most common mistakes is assuming that estate planning is just about writing trusts and wills to ensure that property is distributed based on your wishes after you pass away. In many situations, incapacity planning is overlooked completely. However, it is often essential because it helps address what happens if you can’t handle […]
Do you really need a trust? This is a question that many people struggle with. While there are several reasons why you could have a trust, but if you really need one is dependent on your specific situation.
