Assured
As·sured | ə-ˈshu̇rd
1: characterized by certainty or security
2: very confident
3: sure that something is certain or true
What To Know Before Beginning Special Needs Planning
Every parent wants to make sure their children are protected and cared for in the future. Children with disabilities face additional challenges in ensuring they have everything they need to have a safe and happy life. Consider protecting your child’s government...
Medicaid vs. Medicare – What’s the Difference?
Question: People with special needs may qualify for a variety of government benefits, including Medicaid and Medicare. What's the difference? Answer: People with special needs may qualify for a variety of government benefits, including Medicaid and Medicare. It can be...
A Team Approach to Special Needs Planning
A team approach to special needs planning involves collaboration among various individuals and professionals to create a comprehensive plan that addresses the unique needs of individuals with special needs. This collaborative effort aims to ensure the well-being and...
Reasons Veterans Miss Out on Veteran Disability Benefits
Today, more than 18 million American military veterans are living in the United States. To address the needs of this population, the U.S. Department of Veterans Affairs (VA) has expanded health, education, home loan, and other veteran benefits over the years. VA...
Planning for Minor and Adult Children With Special Needs
Individuals with special needs may have a developmental disorder, such as autism, ADHD, or Asperger's syndrome. They may have an intellectual disability such as Down syndrome. Or, perhaps they have a learning disability such as dyslexia or physical impairments that...
The Basics: What is a Trust?
A trust is a legal arrangement in which one party, known as the grantor, transfers assets or property to another party, known as the trustee. The trustee holds and manages these assets for the benefit of a third party, known as the beneficiary. The creation of a trust...
This New Year, Write a Letter of Intent for Your Child
If we have learned anything these past few years, it’s that life is fleeting. With the new year now upon us, carve out a bit of time out to cross off one to-do item that will be key to the future of your child with special needs. For families with children with...
Choosing a Trustee for a Special Needs Trust: 5 Considerations
Choosing the right person to serve as trustee of a special needs trust (SNT) is a key task when creating such a trust. It may also prove to be one of the most challenging. Trustees are responsible for the following: managing the day-to-day operations of the SNT,...
Lifetime Money Management for Children With Disabilities
Children with disabilities present a unique challenge for parents who are looking to engage in estate planning. For one, you will want to optimize your estate to use, enhance, and enrich assets for your child. At the same time, maintaining their enrollment in public...
Things to Consider When Selecting a Corporate Trustee
When considering a corporate trustee for managing trusts or assets, there are several key factors to watch out for to ensure they align with your needs and expectations. Reputation and Experience: Research the corporate trustee's reputation, history, and track record...