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The fundamentals of Estate Planning: How to protect your family’s future

One of the best ways to help assure that your assets will be managed for your family as you intend is to develop a comprehensive estate plan designed to meet your individual needs. The estate planning process typically involves working with your financial, tax and legal advisors to develop a customized estate plan. Many estate plans include the following: Last Wills and Testaments Durable Financial Powers of Attorney Advance Medical Directives Revocable and/or Irrevocable Trusts Insurance Trusts Charitable Remainder Trusts Minor's Trusts - Spendthrift Trusts By-Pass or Credit Shelter Trusts Marital Trusts (QTIP) Grantor Retained Annuity Trusts or Grantor Retained Uni-Trusts ...

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Type of Trusts

There are two basic types of trusts: living trusts and testamentary trusts. A Living Trust or an “inter-vivos” trust is set up during the person’s lifetime. A Testamentary trust is set up in a will and established only after the person’s death when the will goes into effect. Living trusts can be either “revocable” or “irrevocable.” Revocable trusts allow you to retain control of all the assets in the trust, and you are free to revoke or change the terms of the trust at any time. With irrevocable trusts, the assets in it are no longer yours, and typically you can’t make changes without the beneficiary’s consent....

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Is your child with special needs ready to graduate?

Written by Mariann Crincoli, Esq. As a child approaches his or her 18th birthday, most parents feel a loss of control as he or she officially enters adulthood. Parents of children with special needs have even more reason to be concerned because they have the heavy responsibility of determining whether or not their child is ready to graduate high school and transition to the next phase of life. When evaluating this, it is helpful to know that there are special education laws that will assist you in making informed decisions — one that is best for your child. Firstly, all children with disabilities...

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Five steps to getting the Special Education process started

Written by Mariann Crincoli, Esq. Special education is governed by federal and state law which requires public school districts to provide children with disabilities a free and appropriate public education that is individually tailored to meet a child’s unique needs and prepare her for the future as an independent member of society. If you think your child has special education needs, here’s how you should get the process started: Contact your local public school district and provide them with a written request for a referral to the District’s child study team. Sometimes this referral will come from school personnel who are concerned...

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