Category: Special Needs Planning


How to Create an Estate Plan for a Special Needs Child

If something unfortunate should ever happen to you, you want to make sure your special needs child will have the right care. Proper planning is essential because a traditional inheritance can put your child in jeopardy if public assistance is needed in the future. Here are three tips to help you create an estate plan  … Read more

Benefits of Supporting Disabled Relatives with a Special Needs Trust

Are you looking to leave assets to a disabled relative? The wisest way to do this is through a special needs trust, which preserves the individual’s eligibility for government assistance programs like Medicaid and Supplementary Security Income (SSI). However, the benefits of a special needs trust reach beyond securing government payments. A Special Needs Trust  … Read more

Why Set Up a Special Needs Trust?

Are you concerned about the welfare of a special needs relative? When you are no longer around to take care of a disabled or elderly loved one, they may struggle to get by financially. Even if you have money that you could leave in a will, doing so could lead to greater hardship. Government benefit  … Read more

Do You Need to Create a Special Needs Trust in Georgia?

If you care for a person with special needs, it may be time to think about what happens when you pass away. Ensuring that an elderly or disabled relative is looked after is not always as simple as it sounds. In fact, good intentions can often lead to a vulnerable person being left less financially  … Read more

Estate Planning Tips During the Pandemic

The COVID-19 pandemic has been a wakeup call for those who have yet to craft or update an estate plan. An estate plan is necessary to protect you and your loved ones medically and financially. If you’ve been putting off crafting an estate plan, you may want to reconsider. Here are estate planning tips to  … Read more

The Importance of Special Needs Planning

The challenges of parenting a special needs child can be daunting, and sometimes it is easy to delay the important things like financial planning for their future. A recent study conducted by the University of Illinois found that less than half of study participants had completed long-term planning for their special needs children. When to  … Read more

Special Needs Trust

Are you worried about your loved one with a disability? Do you want to ensure that they are taken care of and not lose any of their current benefits? A special needs trust may be the answer for you. A special needs trust is set up for a person with physical and/or mental disabilities who  … Read more

Establishing A Special Needs Trust

Created specifically to benefit those with physical or mental disabilities, a special needs trust outlines the affairs of a beneficiary in regards to their needs in the future. This type of trust can last as long as it is needed, and this usually means that it will continue until the beneficiary dies or until funds  … Read more