Planning for the Future with Special Needs Children

Parents who find themselves caring for a special needs child have many questions. Some of these questions include: What will happen to my child when I am no longer around to care for them? Who will step in to help? What financial arrangements do I need to make to ensure their continued care? These can … Continue reading Planning for the Future with Special Needs Children

Estate Planning and Planned Giving Explained

Estate planning is the process by which a person establishes what will happen to his or her assets during their lives and after they die. As part of that process, the term “planned giving” is sure to come up time and again. Estate planning and planned giving are intertwined in many people’s future plans, and … Continue reading Estate Planning and Planned Giving Explained

Estate Planning for Second Marriages and Blended Families

Estate planning can be difficult enough when planning for a wife and children, but when divorce and remarriage create a family where one or more spouses already have children, estate planning can go from difficult to confusing.  However, by using a qualified terminable interest property (QTIP) trust, this difficult task becomes easier. QTIP Basics According … Continue reading Estate Planning for Second Marriages and Blended Families

Fundamentals of Estate Planning

As we work through our adult lives, many of us set aside money for retirement. Retirement planning is a complex process with many hurdles to overcome. Part of that process is the concept of estate planning, or what will happen to our assets during our lives and after we die. Perhaps the goal is to … Continue reading Fundamentals of Estate Planning