Blog

October 12, 2024

Advantages of Third Party Special Needs Trust

A third-party special needs trust (SNT) is a powerful financial planning tool designed to provide for the long-term needs of a person w ith a disability […]
September 24, 2024

Third Party Special Needs Trust

A Third-Party Special Needs Trust (SNT) is a legal tool designed to provide financial support for individuals with special needs without jeopardizing their eligibility for government […]
September 24, 2024

Guardianship Financial Management

Financial management is one of the most important responsibilities of a guardian, particularly when overseeing the financial well-being of an individual who is unable to manage […]
September 24, 2024

Estate Planning with Special Needs Children

Estate planning is crucial for parents or guardians of children with special needs. It ensures that their child’s future financial and caregiving needs are met without […]
September 24, 2024

Medicaid Financial Literacy

Financial Management in Guardianship: Best Practices and Pitfalls Financial management is one of the most important responsibilities of a guardian, particularly when overseeing the financial well-being […]
August 16, 2024

Medicaid and Special Needs Trust

Medicaid is a critical program that provides healthcare coverage to low-income individuals, including those with disabilities. For individuals with special needs, Medicaid is often essential for […]
August 16, 2024

Guardianship and Technology

Guardianship plays a vital role in safeguarding the well-being of individuals who are unable to make decisions for themselves due to age, disability, or illness. Traditionally, […]
August 16, 2024

Estate Planning Business Owners

Estate planning is a critical process for business owners, ensuring the continuity and stability of their businesses after their death or incapacity. Unlike standard estate planning, […]
August 16, 2024

Medicaid Qualified Income Trust

Medicaid is a vital program in the United States that provides healthcare coverage for low-income individuals, including the elderly, disabled, and those with chronic conditions. However, […]