Month: November 2024

When it comes to estate planning, many people focus on creating a will or trust, but they often overlook one critical element: beneficiary designations. These designations—found on retirement accounts, life insurance policies, and other financial instruments—are powerful. They determine Continue reading →

When planning your estate for an only child, the process involves unique opportunities and responsibilities. While having a single heir might simplify the distribution of assets, thoughtful planning ensures your wishes are respected and your child is protected. Here are key steps Continue reading →

A Third-Party Special Needs Trust (SNT) can be a valuable tool for enhancing the quality of life for a loved one with special needs without jeopardizing their eligibility for government benefits. Here’s how it can make life a little brighter:

1. Entertainment and Hobbies: SNT funds Continue reading →