Special Needs Planning

Review Your Estate Plan

When was the last time you reviewed your estate plan? Despite our regular reminders every four years, only some people take the time to review it. While it may not lead your mind, managing your strategy is crucial. I have listed reasons you should do this soon, and your active participation in this process is […]

Mental Health Considerations in Estate Planning

This past weekend was a horrific one for families across our country, Buffalo, Los Angeles, Milwaukee because of gun violence and mental health. It made me think of mental health considerations in estate planning. Removing the stigma of mental health starts with realizing that many people—about one in five of all US adults--are affected […]

Estate Planning Isn’t Just for Boomers: A Guide for Millennials and Gen Z

Adults in the U.S. now span five generations, ranging from Gen Z (1995-2012) to the Silent Generation (1945 or earlier) – with Millennials, Gen X, and Boomers in-between. Each generation has a unique value system, especially with money. It’s not surprising that the concept of estate planning is not top of mind for younger generations; […]

October is National Special Needs Law Month

In October, special needs planning attorneys throughout the country work to educate those with special needs, their families, and caregivers about their legal needs. Special needs planning can involve special needs trusts, care management, advocacy to preserve educational or civil rights, public benefits such as Supplemental Security Income (SSI) and Medicaid, and many other important issues. […]

Maryland ABLE Savings & Investment Plan Now Available

The Maryland ABLE savings & investment plan has officially launched. Maryland ABLE accounts are a new way to help individuals with disabilities save money and pay for qualified disability-related expenses without jeopardizing state or federal means-tested benefits such as SSI or Medicaid. Maryland ABLE is focused on helping citizens with disabilities achieve greater financial security, build […]

"Eldercare: Sense and Sensibility" - Gary Altman

In an interview with Financial Advisor magazine, estate planning authority, Gary Altman, lends his expertise to the many sensitive matters involved with planning for the aging. Understanding the many unfortunate fallouts that families experience over the absence of proper or adequate estate planning, Altman stresses the importance of having family members on the same page—literally. […]

A Special Needs Trust is a Valuable Estate Planning and Investment Tool

There is much confusion over the function of a Special Needs Trust. Special Needs Trusts (sometimes referred to as Supplemental Needs Trusts) are designed to provide benefits to, and protect the assets of, physically disabled or mentally disabled persons while still allowing them to be qualified for and receive governmental health care benefits, especially long-term […]

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