Planning for Loved Ones with Special Needs
Oct 09, 2010
When planning for a loved one with special needs, here are a few points to consider.
When I speak of a Special needs Trust, I sometimes use the term 'luxury trust'. My point in using this term is to h...
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Of Hearts and Minds; Introduction to Estate planning for Families with young children
Oct 09, 2010
OF HEARTS AND MINDS If you are a parent and have children, this series on estate planning for families with kids is designed to address your basic estate planning questions.
When I meet with clients w...
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A Will or a Trust, that is the question
Oct 09, 2010
When a couple with young children approach estate planning for the first time, the first hurdle in the planning process is to determine what type of estate plan to use: one that is based on a Will or o...
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