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...
Estate Planning
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Estate Planning
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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...
When (and How) to create a Special Needs Trust
A Special Needs Trust is one that is designed to supplement the government benefits that your disabled child receives. Because of this, they are sometimes...
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Latest Blog Posts
What are the Five Components of Estate Planning?
A complete and up-to-date estate plan is something that every adult should have. The benefits of well-done estate planning are enormous - not only peace of mind, but also organization for your thoughts and decisions about your financial life. But too many people put...
March is National Disabilities Awareness Month
Why We Celebrate People with disabilities were once relegated to the classroom at the end of the hallway or dumped into institutions where they stagnated, their unique skills and abilities unrecognized and undeveloped. President John F. Kennedy in the 1960’s brought...
What Age Should I Start Creating an Estate Plan?
A big part of being an adult is anticipating and preparing for your own future, even when that means thinking many decades ahead. Given this fact, every legal adult should have an estate plan. Even if you don’t yet have much in the way of assets or financial...
Estate Planning: Who, Me?
What Is Your Estate? Your estate is made up of all your assets minus all your liabilities. Your assets may include: Real estate, including your home, rental property, or land Checking and savings accounts Stocks, bonds, or other investments Pensions Annuities...
Congress Approves Nearly $2 Billion for Autism
The Autism Collaboration, Accountability, Research, Education and Support (Autism CARES) Act has been extended for five years. What It Means The five-year extension of this federal law creates a pathway for $1.95 billion to be spent with the funds will going toward:...