SLAT: Take Advantage of Tax Exemption Strategy What’s SLAT? SLAT stands for Spousal Lifetime Access Trust. It is an irrevocable trust that one spouse...
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December Celebrates National Special Education Day
December Celebrates National Special Education Day December marks the anniversary of the Individuals with Disabilities Education Act (IDEA) which was signed...
STRESS—WHAT’S IT DOING TO YOUR CHILD & HOW TO DEAL WITH IT
STRESS—WHAT’S IT DOING TO YOUR CHILD & HOW TO DEAL WITH IT Students today are under more stress than ever. The statistics are compelling and it’s up to us...
I’M SINGLE & CHILDLESS. DO I STILL NEED A WILL?
I’M SINGLE & CHILDLESS. DO I STILL NEED A WILL? What happens if I don’t have a will? If you haven’t set forth your final wishes in a legally...
PROTECTING YOUR KIDS ONLINE
PROTECTING YOUR KIDS ONLINE How are children harmed on social media? Everyone’s on social media these days, including elementary school...
Using an Intentionally Defective Grantor Trust
Using an Intentionally Defective Grantor Trust What is an IDGT? An intentionally defective grantor trust (IDGT) is a tool used by...
September is National Yoga Month
September is National Yoga Month Back in the 1960s, yoga was associated with flower power, pot smoking, and the hippie lifestyle. It was seen as...
ESTATE PLANNING: BE ALERT!
ESTATE PLANNING: BE ALERT! It’s been a long time since Bob Dylan sang, Oh the times, they are a changin’. One thing’s for sure, though: change is...
Back to School Preparedness
PREP TALK FOR PARENTS Back to School Preparedness Summer days are waning and it’s time to turn your attention to back-to-school tasks. For those...
Planning for the Future of Your Child with a Disability
Planning for the Future of Your Child with a Disability Life can be complicated when caring for a child or family member with a disability. Imagine...
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AVOIDING INTESTACY: KNOWLEDGE IS POWER
AVOIDING INTESTACY: KNOWLEDGE IS POWER What is Intestacy? The word originates in the Latin “in testatus,” meaning no witness. It means you die without a written asset distribution plan, called a will. If you die without a will, you die intestate. What are the...
MARCH IS DEVELOPMENTAL DISABILITIES AWARENESS MONTH
MARCH IS DEVELOPMENTAL DISABILITIES AWARENESS MONTH This annual event is celebrated to raise our personal and collective awareness about the inclusion of people with developmental disabilities into society and to address the barriers that keep them from full...
My Loved One Has Passed and I’m the Executor of the Estate. What Do I Do Now?
My Loved One Has Passed and I’m the Executor of the Estate. What Do I Do Now? Are you concerned about how to stay organized while dealing with your grief and administering an estate? Losing a beloved friend or family member is one of life’s most...
Celebrating Valentine’s Day with Your Special Needs Student!
Celebrating Valentine’s Day with Your Special Needs Student! February brings thoughts of celebrating our loved ones. If you have a student with special needs, you might want some creative ideas on how to make the day, the week, or even the month special for your...
ARE YOU SECURE FOR ’24?
ARE YOU SECURE FOR ’24? WHAT IS THE SECURE ACT? The SECURE Act stands for Setting Every Community Up for Retirement Enhancement Act. Signed into law in 2019, it and its successor, the SECURE Act 2.0, are designed to help Americans save for retirement....