How Do I Plan with a Special Needs Child?

For parents who have a child with special needs, planning for their loved one’s life after they themselves are gone can be overwhelming. Breaking the process down into manageable parts and working with specialized professionals and companies can help.

Can You Refuse an Inheritance?

What happens if you are named an heir in an estate but you don’t want it? Does it go the person’s children if you reject the inheritance?

Estate Planning for Special Needs Children

It takes a special parent to care for a child with special needs. These parents’ greatest financial concern is typically ensuring that their children are cared for when they can no longer do so.

How Do You Divide Inheritance among Children?

First, before making a gift or bequest outright to your youngest son, consider whether now or in the future he will possibly be eligible for governmental assistance based on his disability and his own assets.

How Do Special Needs Trusts Work?

Just as you have trust in a relationship, trusting your document and those with responsibilities in the trust are crucial to obtaining your objectives.

What Trusts are Available for Estate Planning?

Trusts are an essential part of most estate plans, even the plans of people with moderate wealth. You need to know the basics of trusts, especially the key terms and concepts of the most widely-used types of trusts.