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Category: Estate Planning

Special Needs Estate Planning: Which Documents Do I Need?

By: SGW
Aug 14, 2018
(This is the third article in our multi-part estate planning series.)   If you have a child with special needs, there are countless issues you must consider as you plan...

Prior Proper Estate Planning Eases Stress of the Unknown

By: SGW
Jul 11, 2018
(This article is part two of a multi-part series: Estate Plan Development for Parents of Children with Special Needs)   The basic premise of this article holds true regardless of...

Organization: 1st Step to Estate Planning for Families with Special Needs

By: SGW
Jun 12, 2018
It’s never too late to plan for the future when you have a child with disabilities. While it’s easy to feel that the future is far away and there will...

5 Things to consider when choosing a guardian to name in your Will

By: SGW
Jun 8, 2017
Written by  Sussan, Greenwald & Wesler Choosing a guardian to name in your Will When handing your will and estate planning, one of the most important decisions you’ll have to...

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

By: SGW
Mar 5, 2017
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...

Type of Trusts

By: SGW
Feb 7, 2017
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...

Why a special needs trust is more effective than an ABLE account

By: SGW
Jan 21, 2016
Written by  Sussan, Greenwald & Wesler Federal lawmakers recently approved a provision that will allow people with disabilities in the U.S. to save money without risking their government benefits. By...

What you need you know about special Needs Trusts and Estate Planning for your family’s future

By: SGW
Nov 19, 2015
Written by  Sussan, Greenwald & Wesler Alex Hilsen is an attorney and Certified Financial Planner at Sussan Greenwald & Wesler.  In the following interview, he answers some of the most...

President Obama’s 2016 budget plan for the educating children with special needs

By: SGW
Feb 19, 2015
Written by Sussan, Greenwald & Wesler On February 2, 2015, President Obama released his budget proposal for the government’s 2016 fiscal year which begins in October.  As part of that...

Why you need an incapacity plan that works when it’s needed

By: SGW
Feb 14, 2015
Estate planning is not only about having a plan in place to deal with what happens after you or your loved one’s death; it’s also about having a plan in...