Category: Special Needs Planning


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

Posted on the behalf of Robert Turner,

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

Posted on the behalf of Robert Turner,

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

Posted on the behalf of Robert Turner,

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

Posted on the behalf of Robert Turner,

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

Posted on the behalf of Robert Turner,

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