Have You Ever Heard of Supported Decision Making?
Have you ever heard of Supported Decision Making? No? Don’t worry, we hadn’t either. But, this is something that is an important consideration when dealing with a loved one who...
Guardianship
A Special Need Planning Timeline: 9 Steps to a Sound Family Plan
Planning for the future well-being of your children is a daunting task for any parent. The question for most parents is: where to even start?
Plan Early for Your Child’s Long-Term Security
Long-Term Security The vast majority of my clients who have children with special needs share the same goal: that they will outlive their children. The thought of leaving their loved...
Able Account or Special Needs Trust: How to Decide?
Able Account or Special Needs Trust In December 2014, President Obama signed the Stephen Beck Jr. Achieving a Better Life Experience Act (“ABLE Act”) into law, authorizing states to create...
Independence + Security Balance: Balancing Independence with Security Guardianship and Its Alternatives
Balancing Independence In most states, there’s a presumption that individuals over the age of 18 are legally competent, regardless of any disabilities they may have. If no action is taken...
Building a Resource Manual for Future Caregivers
Resource Manual Any parent of a child with special needs understands the amount of effort that can go into providing care for their loved one. Along with the roles that...
Tax Planning for Parents of Children with Autism
Parents or other caregivers of loved ones with autism may qualify for valuable tax benefits, which may be overlooked by some tax preparers
An Affordable Proposal for Guardianship: The Special Needs Tax Credit Bill
The mom’s anguished question was, “Why do I have to pay $5,000 to speak for my 18-year old with Autism?”
Special Needs Planning: What is a Special Needs Trust?
The Special Needs Trust (SNT) is arguably the most important planning tool available to families with
