Start the New Year with a plan

There are so many reasons to procrastinate on an estate plan. It’s not particularly fun to think about getting older or not being able to make decisions for yourself. Most of us expect to live long and happy lives, so we don’t feel a time crunch to get an...

Four important updates to your estate plan after divorce

There are many moving parts to any separation and divorce. With so many decisions and considerations to make, reviewing your estate plan can fall to the bottom of the list. That said, there are a few aspects of any plan that each soon-to-be ex spouse must review and...

Life insurance Can Help Fund Special Needs Trusts

Among the many challenges for families is making sure there will always be enough money to provide lifetime care for their children with special needs. The costs are daunting: therapies, housing, medical care, and education, to name just a few. One way to plan for...

Give the gift of peace of mind this holiday season

It seems like retailers start decorating for the holidays earlier and earlier each year. Seeing those decorations puts us in the mindset of family time and gift giving. Yet the one gift that can give our family true peace of mind in the event of a crisis – an...

Choosing a Special Needs Trustee Requires Careful Consideration

If you are in the process of setting up a special needs trust, you must appoint a trustee. This is one of the most important decisions you’ll make about the trust.  The trustee must have the necessary expertise to manage the trust, including making proper investments,...

Disabled veterans are entitled to benefits from service

Everyday, but especially today, we are grateful for our veterans. Many veterans are unaware of the benefits that are available to them because of their service. In addition to federal benefits like Supplemental Security Income (SSI) and Social Security Disability...