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Estate Planning

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  • Six categories of important lists and documents to help with estate planning.

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  • Are you caring for a loved one living with a disability? Learn about what a Special Needs Trust(SNT) can do to insure that financial support will reach your loved one when you are no longer here.

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  • The Stephen Beck, Jr., Achieving a Better Life Experience Act (ABLE Act), enacted on December 19, 2014, allows an eligible individual with special needs to have a tax-free savings account without jeopardizing his or her Medicaid and SSI eligibility. This new savings tool, modeled after the 529 college-savings plans, allows disbursements, including earnings, from the account to pay for qualified expenses.

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