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Learn from the past, set vivid, detailed goals for the future, and live in the only moment of time over which you have any control: now.

– Denis Waitley

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Special-needs trusts and other estate planning options for disabled adults

Leave a Comment / Estate Planning / By mcdadm

The life expectancy of disabled adults has been steadily increasing to the point where it has served to complicate the issue of retirement planning for their aging parents. A special-needs child brings another aspect to retirement planning. Parents have to pay attention to significant details, including the beneficiaries they assign to their 401(k) at work, …

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How your child with a disability can benefit from a special needs trust

Leave a Comment / Estate Planning, News & Press / By mcdadm

If you have a child or grandchild with special needs, you may wish to create a special needs trust to ensure that the child receives the necessary care and financial assistance through adulthood. The trust sets aside funds for the benefit of the child, and is managed by the trustees, who are usually family members …

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