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Posts Tagged ‘special needs trust’

Ten Wealth Preservation Strategies

Woman covering a plant sitting on stacked coins with her hand.

Estate and tax planning — it’s a subject many people like to avoid. That’s often because they think that estate planning is about two topics they’d rather not focus on: death and taxes. For some people, estate and tax planning is about something even more ominous: death, taxes and math. There is, however, another way to look at estate and tax planning. Beyond the details it’s about doing something that […]

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Ten Wealth Preservation Strategies to Consider

Estate and tax planning — it’s a subject many people like to avoid. That’s often because they think that estate planning is about two topics they’d rather not focus on: death and taxes. For some people, estate and tax planning is about something even more ominous: death, taxes and math. There is, however, another way to look at estate and tax planning. Beyond the details it’s about doing something that to […]

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When Government Benefits Are at Risk: Supporting Your Child With Special Needs

About five percent of school-aged children in the United States live with a disability. Their diagnoses include vision, hearing and orthopedic impairments as well as serious emotional disturbance, autism and specific learning disabilities. In many cases these children continue to depend on the multi-pronged support of others into adulthood. If you have a son or daughter with a disability you may be wondering how you can help him or her stay […]

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