Category: Special needs

Planning for a Special Needs Child’s Future

Today, nearly 57 million Americans have disabilities, according to the U.S. Census Bureau Reports issued July 25th. About half of them will require costly care throughout their lifetimes. Unfortunately, few parents are fully aware of all the risks they’re taking by not making special provisions for their special needs child.

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IRAs

When to Name a Trust as your IRA Beneficiary

IRAs are popular choices as a retirement vehicle, today holding over $11 trillion in assets, estimated to comprise more than one-third of all retirement assets. What’s interesting is that naming trusts as IRA beneficiaries has become more common.

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Family Issues

When A Loved One Dies

When  a loved one dies, it can be a bit chaotic. I remember when my parents passed away, they had lived a very long and happy life. 

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