When planning for children with special needs, it takes special care to preserve their eligibility for public benefits. An ABLE account is a new way to preserve eligibility while gaining tax … [Read more...]
by Barry Zimmer
If you are disabled, or someone you care about is disabled, you should strongly consider the creation of a special needs trust. A special needs trust can help to preserve access to important … [Read more...]
A special needs trust needs to be created if you are going to transfer money or property to a person who has a serious disability. Whether you're giving an inter vivos gift (gift during your life) or … [Read more...]
Many clients prefer to keep the physical documents they collect over the years in a file cabinet or even a safety deposit box. Still others like the idea of combining digital and hard … [Read more...]
