Special Needs Trusts for People with Disabilities
Special Needs Trusts for People with Disabilities What is a Special Needs Trust? A Special Needs Trust (SNT) is an estate planning tool that...
So You Think You Need an Expert: A Cautionary Tale
So You Think You Need an Expert: A Cautionary Tale Part I: Mistakes Parents Make When Seeking a Better IEP or 504 Plan Parents may know their children...
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AVOIDING INTESTACY: KNOWLEDGE IS POWER What is Intestacy? The word originates in the Latin “in testatus,” meaning no witness. It means you die without...
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...
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...
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,...
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...
RETURNING TO SCHOOL FOR SUCCESS 2024
PLANNING FOR A SUCCESSFUL 2024 RETURNING TO SCHOOL FOR SUCCESS 2024 Returning to school after the holiday break can be wrenching. Students look forward to the...
SLAT: Take Advantage of Tax Exemption Strategy
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...
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...