Benefits of Special Needs Trusts

Benefits of Special Needs Trusts

by | Feb 8, 2025 | Blog

Benefits of Special Needs Trusts As parents and caregivers of individuals with disabilities, ensuring long-term financial security and care for your loved ones is paramount. One of the most powerful tools available for this purpose is a Special Needs Trust (SNT). In...
Handling Your Loved One’s Affairs After They Die

Handling Your Loved One’s Affairs After They Die

by | Jan 27, 2025 | Blog

Handling Your Loved One’s Affairs After They Die Losing a loved one is one of life’s most challenging experiences. In addition to coping with grief, handling your loved one’s affairs after they die involves important tasks that need to be completed to...
New Year, New Estate Plan Review

New Year, New Estate Plan Review

by | Jan 9, 2025 | Blog

New Year, New Estate Plan Review! The start of a new year is always a time for fresh beginnings. Whether you’re setting goals, decluttering your home, or simply planning for the year ahead, it’s also an ideal time to take a closer look at your estate planning...
End-of-the-Year Estate Planning Checklist

End-of-the-Year Estate Planning Checklist

by | Dec 18, 2024 | Blog

End-of-the-Year Estate Planning Checklist Ensuring Peace of Mind for the New Year As the year comes to a close, it’s the perfect time to reflect on your personal and financial goals and ensure your estate plan aligns with your current circumstances. Here’s an...