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...
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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...
Using an Intentionally Defective Grantor Trust
Using an Intentionally Defective Grantor Trust What is an IDGT? An intentionally defective grantor trust (IDGT) is a tool used by...
What Happens If You Die Without a Will?
What Happens If You Die Without a Will? Don’t Make the Last Mistake of Your Life! The Top Ten List of Consequences If You Die Without a Will: 1....
I Already Have an Estate Plan. What About My Pets?
I Already Have an Estate Plan. What About My Pets? You’re a planner. You set out goals and you achieve them. You’ve got a comprehensive estate plan...
I’m not wealthy — Why do I need an estate plan?
Don’t be fooled into thinking you need to have a fat bank account and a mansion house at the Shore to need a sound estate plan – the area of law that covers...
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...
The benefits of a Supplemental Needs Trust for special needs children
As a child grows up, a parent’s biggest financial concern might be saving for college. But it might be wise to look ahead even further to help ensure your son...
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Mastering IEP Review
As another school year looms, parents of children with special needs may become anxious about their student’s transition into another school year. Maybe last year didn’t go so well and you’d like this year to be better. Or maybe last year was stellar and you want to...
Writing Your Will? Beware Potential “DNA Relatives” Who Can Make a Claim on Your Estate.
What Is Happening? DNA Testing is intruding in the determination of inheritance rights, and it’s not just paternity testing. The new reality is that potential heirs are using DNA test kits to discover if they have any outstanding inheritance rights. Through DNA...
What Happens to Your Pet if Something Happens to You?
The happiness of a great majority of American homes is increased by the presence of animals. No less than 70% of households in the United States have at least one pet. That translates to over 90 million pets. Why do so many Americans have pets? Many people ask, "Who...
Summertime: A Perfect Storm of Challenges
For parents of children with special needs, the summer months bring an end to the predictable routine of school. Parents are left to piece together all the components necessary to keep their child safe, engaged, and practicing the skills they’ve learned during the...
Will vs. Estate Planning: What’s the Difference and Why It Matters
It’s a common misconception that a will and an estate plan are the same thing. After all, everyday language is less precise than legal terminology, and many people believe they’re finished with their estate after making a will if they don’t own a business or have any...