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Special Needs Planning: What You Need To Know

by Jerome Porter | Jul 1, 2022 | Estate Planning, Special Needs

Enabling the Disabled In order to receive disability benefits, family money must be managed carefully in such a way that provides additional benefits for the disabled person. And, though the rules can be strict, disabled people are still permitted autonomy to own some...

Estate Planning for Special Needs Individuals

by Jerome Porter | Apr 1, 2022 | Estate Planning, Special Needs

Parents of children with mental/physical disabilities and the elderly can create supplemental needs trusts, also known as third-party special needs trusts. This type of trust will receive assets from you or another benefactor expressly for that person with a...

How to Plan an Estate for a Child With Special Needs

by Jerome Porter | Feb 18, 2022 | Estate Planning, Special Needs

Medicine and health care advancements enable children (and adults) with special needs (disabilities) to live fulfilling lives. Many scientists regard the term special needs as a euphemism for disability. Yet, the difference between the two terms is primarily one of...

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