Tag Archives: Estate planning

What You Need to Know about Selecting Professionals for Special Needs Financial and Estate Planning

For parents of dependent children with disabilities, the importance of proper financial and estate planning is far more significant than merely focusing on investment or income tax planning. Many youn...

How Much Money Do You Need to Fund a Special Needs Trust?

What amount is needed to fund a special needs trust? There is no right or wrong answer to that question. It really depends on the needs of the child and the financial ability of the family. As p...

The Top 10 Items to Have In A Letter of Intent

The Letter of Intent is the most important documents that you can prepare in the special needs planning process. Here are 10 important things to inlcude in your letter of intent....