Fix Your Trust?


I received a mailer last week from a law office claiming that with a simple free workshop they could  FIX MY TRUST.  They pointed out a few reasons that my trust might not reflect my needs: Removing A/B Trust provisions. Protect my spouse from “gold-diggers” after I’m gone. Incapacity/guardianship planning. Protect my children’s future inheritance from […]
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What Is A Special Needs Trust?


Planning for a family member with special needs can be overwhelming.  There are many factors to consider when creating an estate plan to protect a family member with special needs.  One tool congress has created under Federal statute is special type of trust for disabled individuals called a special needs trust.   The special needs […]
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