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5 BY 5 POWER IN TRUST

5 BY 5 POWER IN TRUST   What is a 5 by 5 Power in Trust?   A 5 by 5 Power in Trust is a clause commonly used in trusts. By its inclusion, it allows a trust beneficiary to take certain withdrawals from the trust. How Does a 5 by 5 Power in Trust Work?   The 5...

JULY IS DISABILITY PRIDE MONTH

​ JULY IS DISABILITY PRIDE MONTH   Question: Why do we celebrate Disability Pride Month in July? Answer: July marks the anniversary of the passage of the Americans with Disabilities Act of 1990 (ADA). It’s a great time to celebrate the spirit of the law that was...

Common Estate Planning Questions (Part II)

Common Estate Planning Questions   Death, taxes … and probate? Not necessarily. You can avoid probate by planning ahead to create non-probate assets. Non-probate assets are assets that can be transferred after death to the joint owner without probate.   Why...

So You Think You Need an Expert: A Cautionary Tale (Part III)

So You Think You Need an Expert: A Cautionary Tale   Part III: Components of a Good Expert Evaluation   This blog is the third in a series of guiding parents in getting a good expert evaluation to serve as the foundation of their child’s IEP or 504 Plan....

Common Estate Planning Questions

Common Estate Planning Questions     What is Probate? Probate is the process through which an executor or administrator gathers the assets of a deceased person, pays their taxes and their debts, and finally transfers any remaining assets to the decedent’s...

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