Financial Planning, Retirement Fund Planning, Special Needs Trust The Secure Act and Your IRA The Secure Act governs distributions from IRA’s and other retirement plans. After the death of the account holder most named … November 2, 2022 2 MIN READ
Estate Planning, Special Needs Trust What You Should Know About Creating a Special Trust for Your Elderly Loved One Many adults with special needs children routinely worry about how the child will survive when the parent can no longer … July 5, 2022 2 MIN READ
Charitable Remainder Trust, Estate Planning, Irrevocable Life Insurance Trust, Revocable Trust, Special Needs Trust Alternatives to Living Trusts You might have considered utilizing a living trust. Often these trusts are a good idea if a person wants to … April 7, 2022 2 MIN READ
Special Needs Trust Distributions from Special Needs Trusts If you have included a special needs trust as part of your estate plan you need to know the importance … October 2, 2015 2 MIN READ
Special Needs Trust Back to Basics: Special Needs Trusts If your loved one has special needs or development disabilities you may want to consider establishing a special needs trust. … November 17, 2014 3 MIN READ
Asset Protection, Estate Planning, Planning for Disability, Special Needs Trust Back to the Basics: First vs. Third Party Special Needs Trusts in NY Families throughout New York who have children with disabilities are frequently questioning how to best provide for their children’s needs–both … April 18, 2014 2 MIN READ
Estate Planning, Planning for Disability, Special Needs Trust Help with the Financial Stresses of Having a Child with Special Needs The New York Times published an interesting story last week discussing the “psychic toll” paid by families working to raise … October 24, 2012 2 MIN READ
Estate Planning, Special Needs Trust Family Disagreement Over Special Needs Trust Leads to Court Battle A New York special needs trust is usually the premier method for local residents to provide a disabled child with … September 26, 2011 2 MIN READ
