Blog: special needs trusts

All trustees face the challenge of forecasting future needs of special needs trust beneficiaries. In order to develop an expenditure plan that is reasonable and based on realistic expectation of the beneficiary and their family requires the trustee must get to know the person. Otherwise, the trust assets will not be used in the most…

“I’m Not Wealthy – Do I Really Need Legal Documents?” Yes Virginia You Do. Do you feel that you do not have enough assets to justify making a Last Will & Testament, Durable Power of Attorney or Designation of Health Care Surrogate?  You are not alone, and nothing could be further from the truth. Wealth, like beauty, is…