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estate planning

Estate Planning for Blended Families

By Susan Sandys | August 24, 2018

Estate planning is important for any family – after all, who wants to argue with their family members about what mom’s intentions were for the house at her funeral? The need for…

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Qualify for Social Security Benefits

How Can My Disabled Child Qualify for Social Security Benefits

By Susan Sandys | June 15, 2018

When we think about special needs, we often think specifically about educational needs for children. However, the long-term educational and medical needs of minors and adult children with disabilities are serious matters…

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Special Needs Adults

Housing for Special Needs Adults

By Susan Sandys | June 7, 2018

Housing options for special needs adults have come a long way in recent years. If you are the legal guardian of a special needs adult and you’re just now looking at your…

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trust funds

What Can Special Needs Trust Funds be Used For

By Susan Sandys | June 6, 2018

For families with children who have special needs, ensuring their care and provision is always on the forefront of the mind. Special needs trusts are a great tool for making sure they…

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Making a Will

Making a Will When Stepchildren are Involved

By Susan Sandys | June 2, 2018

The Brady Bunch made it all seem so simple, didn’t it? Two lovely families seamlessly merging into one big happy blended family complete with a well-trained dog, a cheerful housekeeper and a…

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Medicaid

Protecting Your Assets from Medicaid

By Susan Sandys | May 31, 2018

If you’ve taken steps to get the best possible long-term medical care for a loved one with special needs, you also need to think about protecting your assets from Medicaid. This is…

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Special Needs Child

How to Plan for the Future with a Special Needs Child

By Susan Sandys | May 24, 2018

Every parent worries about their child’s future, but the parent of a special needs child worries more. Who will take care of him/her every day? Who will advocate for him/her? Who will…

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Special Needs Trust

What Can a Special Needs Trust Be Used for?

By Susan Sandys | May 14, 2018

Any parent with a special needs child worries about what will happen to them when they, the parents, die or can no longer provide care. Many mentally or physically disabled children will…

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Special Needs Trust

How to Set Up a Special Needs Trust in Four Steps

By Susan Sandys | April 23, 2018

Are you the primary caregiver for someone with a disability? Are you the legal guardian of someone who needs ongoing long-term medical care? Are you concerned about accessibility to important things like…

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Students with Disabilities

5 Possible Barriers to Education for Students with Disabilities

By Susan Sandys | April 19, 2018

Disabilities come in all shapes and sizes; just like students! Whether a student was born with a disability or acquired it later in life; whether the disability is physical or developmental, students…

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Transferring a Mortgage

Transferring a Mortgage into a Living Trust

By Susan Sandys | March 31, 2018

Living trust are incredible tools for estate planning and cover a range of benefits from tax breaks and avoiding probate, to asset protection and management of assets at the end of life.…

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Digital Assets

Creating an Estate Plan for your Digital Assets

By Susan Sandys | March 24, 2018

In the age of information and technology, it is inevitable that there will be digital assets in your name; you may have Facebook accounts, Google, Netflix, or Amazon just to name a…

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