Sue's Estate Planning News

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…

Read More
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…

Read More
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.…

Read More
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…

Read More
Social Security Benefits

Social Security Benefits for Disabled Children

By Susan Sandys | March 16, 2018

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 More
Special Needs Trusts

Alternatives to Special Needs Trusts

By Susan Sandys | March 8, 2018

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 More
Financial Power of Attorney

Financial Power of Attorney After Death

By Susan Sandys | February 28, 2018

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 More

Reasons to Request Guardianship

By Susan Sandys | February 22, 2018

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 More
Special Needs Trust Tax Returns

Special Needs Trust Tax Returns

By Susan Sandys | February 13, 2018

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 More
Self-Settled Special Needs Trust

Self-Settled Special Needs Trust

By Susan Sandys | February 6, 2018

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 More
Types of Powers of Attorney

Types of Powers of Attorney

By Susan Sandys | January 31, 2018

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 More
Durable Power of Attorney for Health Care

Durable Power of Attorney for Health Care Decisions

By Susan Sandys | January 23, 2018

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…

Read More

Looking for a particular topic? Search all the posts