14 09, 2021
Developing a Financial Plan for a Person with Disabilities
The purpose of any financial plan should focus on a common strategy or [...]
16 07, 2021
Probate Considerations
By Julie M. Ryan Probate is a legal process for distributing a deceased [...]
16 07, 2021
Does Your Child’s Special Needs Trust Need a Tune-Up?
Remember how satisfying it was setting up a trust for your child with s [...]
16 07, 2021
Use Your Power!
By Andrew Deaver You make decisions every day. They may be small, easy d [...]
12 04, 2021
Considerations when Establishing a Special Needs Trust
By Tyler Johnson If you are considering creating a special needs trust [...]
8 04, 2021
Choosing the Right Person for the Job
By Andrew Deaver Many clients enter an estate planning meeting having t [...]
18 01, 2021
The Best Time to Start Estate Planning is Now!
By Andrew Deaver As an Estate Planning Attorney, I am often asked, “At [...]
18 01, 2021
1st Party vs. 3rd Party Special Needs Trusts
By Tyler Johnson Special Needs Trusts (SNTs) are often utilized as a pl [...]
21 10, 2020
What Happens to Assets Left in a Special Needs Trust on the Death of the Beneficiary?
By their very nature, special needs trusts (SNTs) are usually designed [...]
14 10, 2020
Take Control of Your Estate Plan
By Andrew P. Deaver The events of the past eight months have been unexpe [...]