Estate Planning Conversations for the Holidays

Estate Planning Conversations for the Holidays

The holidays are a time for visiting family. For some people, this is an excellent opportunity to see long-absent loved ones; for others, it’s a good excuse to make inroads on their alcohol supply. Personally, I think it’s a convenient time to have estate planning...
Should I Create a Special Needs Trust?

Should I Create a Special Needs Trust?

Should I create a special needs trust? This question comes up regularly. When a loved one has a disability, making sure they’re taken care of is even more critical than usual. In most cases, a special needs trust helps ensure a disabled person doesn’t lose...