Special needs trusts (SNTs) are financial instruments designed to enhance quality of life for individuals with disabilities by supplementing the government benefits available to them. Assets held in SNTs aren’t counted when determining an individual’s eligibility for means-tested public programs such as...

Open and honest communication can be the key to a good estate plan.

Most married couples have a small age difference.  However, for those who don’t, it is possible that there can be complications, according to the Reno Gazette Journal in “Retirement...

So, which trusts will work for you?

There are many ways to use various trusts within an estate plan and it most likely will be beneficial to learn which ones will help achieve your goals, according to The Daily Sentinel in 

If the topic of medical directives has not come up within the family and there has been no discussion, then do it now.

Medical directives and other estate planning documents need to be kept up to date as the...

Everyone dies but what documents do you need in your lifetime?

When it comes to estate planning, people often focus on what is needed when you pass away. However, there are some key documents you don’t want to go...

Life starts out with your parents taking care of you but often that scenario changes and you end up caring for your parents. Sometimes preparing for that situation is easy but not always, according to Connecticut Magazine in “Senior Caregiving 101.”

Thinking of traveling after years of work? Plan for it and save for it.

When it comes to planning for your retirement, consider the possibilities that await you. However, you should also consider the fact you will most likely...

There can be a future, but plans must be made.

A diagnosis of early stages of Alzheimer’s does not mean the immediate end. However, it does mean that plans have to be made quickly, as explained in The New York...