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How to Set Up a Special Needs Trust in Four Steps
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…
Read More5 Possible Barriers to Education for Students with Disabilities
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…
Read MoreTransferring a Mortgage into a Living Trust
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.…
Read MoreCreating an Estate Plan for your Digital Assets
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…
Read MoreSocial Security Benefits for Disabled Children
If you have a disabled child, there are social security benefits available to you if the child meets the requirements outlined by the Social Security Administration (SSA). These Supplemental Security Income (SSI) payments…
Read MoreAlternatives to Special Needs Trusts
Special needs trusts are considered the most effective way to gain tax breaks and ensure the best level of protection for your loved one, and they are covered in more detail in…
Read MoreFinancial Power of Attorney After Death
People often ask, can I obtain financial power of attorney after death? The answer: no. Power of attorney must be given when the principal (the person giving POA) is still alive and…
Read MoreReasons to Request Guardianship
Even though it does not seem like it at times, the law is there to help and protect you. Guardianship is one of the ways that the law works to protect people…
Read MoreSpecial Needs Trust Tax Returns
Generically, it is required that a trustee file income taxes on any trust that they have; although is done separately from personal income tax. Special needs trusts are no different. As a…
Read MoreSelf-Settled Special Needs Trust
Self-Settled Special Needs Trust are useful when a disabled individual has enough assets that would put them over the threshold for Medicaid. Medicaid requires that the assets must be spent down to…
Read MoreTypes of Powers of Attorney
The course of life brings with it many joys, and many challenges. Through accidents, illness, or simply age, you may lose the ability to make decisions on your own. By establishing a…
Read MoreDurable Power of Attorney for Health Care Decisions
Establishing a Durable Power of Attorney for Health Care Decisions is a very important step to take. It is sometimes overlooked. Having a Durable POA for Health Care Decisions will ensure that…
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