by Kelley Way | Jul 7, 2025 | Estate Planning
Government disability benefits are wonderful, but they have some significant drawbacks. One of the big ones is that they are needs-based, i.e., the recipient needs to be just shy of broke to qualify for them. A sudden influx of cash, such as from an inheritance, will...
by Kelley Way | Jun 3, 2019 | Estate Planning
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...
