by The Academy of Special Needs Planners | Jun 2, 2023 | News
By their very nature, special needs trusts are usually designed to terminate, or at least radically change, when the trust’s primary beneficiary dies. But terminating a special needs trust is not as simple as merely writing a check to the remainder beneficiaries...
by The Academy of Special Needs Planners | Jun 2, 2023 | News
According to the 2023 Wills and Estate Planning Survey by Caring.com, only 34 percent of Americans have an estate plan. The primary reasons respondents gave for not participating in estate planning are: Procrastination Believing they need more assets Not knowing how...
by The Academy of Special Needs Planners | Jun 2, 2023 | News
According to WealthCounsel, over a third of Americans have experienced or witnessed familial conflict when someone dies without an estate plan. While most people believe having an estate plan is important, only a third have a plan in place, per Caring.com’s 2023 Wills...
by The Academy of Special Needs Planners | May 31, 2023 | Uncategorized
Question: How could a person find out if they have been named a beneficiary in a trust but that information is being kept from them? Answer: Truthfully and unfortunately, this is very difficult. Trusts by their very nature are private. You could bring a lawsuit...
by The Academy of Special Needs Planners | May 30, 2023 | Uncategorized
Although 26 percent of people in the United States have a disability, only 6 percent of housing meets basic accessibility requirements. Two in every five older adults experience a disability, and one in five adults are expected to be over 65 by 2030. Many people with...
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