Tag Archives: Estate planning

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....

7 Financial Planning Mistakes Special Needs Families Should Avoid

Financial Planning for a special needs family is very tedious and can cause a lot of headaches. Here are 7 mistakes families should avoid at all costs....