Happy Birthday! Your Child is a Legal Adult

Happy Birthday! Your Child is a Legal Adult

HAPPY 18th BIRTHDAY! YOUR CHILD IS A LEGAL ADULT! Do you have a child that just turned 18 who is going off to college or beginning a new chapter in their life? It’s an exciting time where they’re thinking about what school they’re deciding on, what majors they’re...
Planning for a Loved One with Special Needs

Planning for a Loved One with Special Needs

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 highlight the fact that Special Needs Trusts are designed to provide...
The ABC’s of Estate Planning: Part 1

The ABC’s of Estate Planning: Part 1

THE ABC’s of HEALTH CARE DIRECTIVES, part 1 Advance Health Care Directives, often referred to as Living Wills, Advance Medical Directives or Powers of Attorney for Health Care are important estate planning documents for individuals from 18 to 80 and beyond. What is an...