October is the month for apples, pumpkins, crisp fall weather and Halloween spells – and National Estate Planning Awareness Week, October 18-24. For the...
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Estate Planning
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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...
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...
Why a special needs trust is more effective than an ABLE account
Written by Sussan, Greenwald & Wesler Federal lawmakers recently approved a provision that will allow people with disabilities in the U.S. to save money...
What you need you know about special Needs Trusts and Estate Planning for your family’s future
Written by Sussan, Greenwald & Wesler Alex Hilsen is an attorney and Certified Financial Planner at Sussan Greenwald & Wesler. In the following...
Why you need an incapacity plan that works when it’s needed
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 place...
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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...
So You Think You Need an Expert: A Cautionary Tale (Part II)
So You Think You Need an Expert: A Cautionary Tale Part II: How to Choose an Expert A. Can We Use Our Pediatrician? Your pediatrician is your child’s regular physician. They perform health exams, do wellness checkups, give vaccinations, and diagnose and treat...
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 permits parents, grandparents, guardians, or a court to set aside money or property or both for the person with a...
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 best, but it is virtually impossible for a parent to have the training and experience to identify and assess...
AVOIDING INTESTACY: KNOWLEDGE IS POWER
AVOIDING INTESTACY: KNOWLEDGE IS POWER What is Intestacy? The word originates in the Latin “in testatus,” meaning no witness. It means you die without a written asset distribution plan, called a will. If you die without a will, you die intestate. What are the...