You may think that estate planning is something you can put off until you’re older – maybe a lot older. But if you’re over 18, it’s never too soon to take...
Estate Planning
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Estate Planning
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Here Comes the IRS: Consider the Advantages of a Trust
With tax season upon us, we thought March would be a good time to share a brief overview of some tax benefits that come with the main types of trusts. In...
The Best Valentine Gift May Not be Flowers or Candy – Give Your Loved Ones Peace of Mind
This year, consider showing your love for your partner and family members by getting your estate in order. Why? Begin with the pain caused by the loss of you...
Don’t Drop the Ball on Establishing a Special Needs Trust
We all know how fast time goes by during the holidays – before we know it, the ball will drop on a brand new year! On the bright side, this is a great time to...
Clearing the Cobwebs about Estate Planning
October is the month for apples, pumpkins, crisp fall weather and Halloween spells – and National Estate Planning Awareness Week, October 18-24. For the...
Make 2021 the Year you Act to Protect your Family’s Future
By Mariann Crincoli, Esq. January is the start of a new year, bringing new hopes and possibilities. It’s also National Financial Wellness Month, a great time...
Special Needs Estate Planning: Which Documents Do I Need?
(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...
Prior Proper Estate Planning Eases Stress of the Unknown
(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...
Organization: 1st Step to Estate Planning for Families with Special Needs
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 always...
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...
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Latest Blog Posts
Planning for Your Child with Special Needs: Why Special Needs Trusts are Important
Planning for Your Child with Special Needs: Why Special Needs Trusts are Important  Planning for their child's future is a top priority for any parent. For parents of a child with special needs, however, this responsibility becomes far more complicated and...
Preparing for an IEP Meeting: Tips for Parents
As special needs attorneys, we know that every parent or guardian wants to be an effective, confident advocate at their child’s first Individualized Education Program (IEP) meeting. It’s hard to know who to trust and where to turn for help. The good news is that IEP...
5 BY 5 POWER IN TRUST
5 BY 5 POWER IN TRUST What is a 5 by 5 Power in Trust? Â 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...