Financial Planning for the Special Needs Community
Financial Planning for the Special Needs Community
Lois Curtis – known as “L.C.” in a historic disability rights case – has died. She passed away from cancer at her home in November 2022 at age 55.
Remembering Lois Curtis, Famed Disability Rights Advocate Read More »
If you are a high-net-worth individual, it’s essential to have a comprehensive estate plan in place. However, every family’s circumstances are unique, and there is no one-size-fits-all solution for estate planning
5 Smart Estate Planning Strategies for High-Net-Worth Families Read More »
An estate is the property left by a person when he or she dies. That person is usually referred to as the decedent or, if a will exists, the testator. Estate planning addresses the use, conservation, and disposition of an estate. This is the process by which a person, while still living, plans for the
What is Estate Planning? Read More »
You may have a caregiver in your life to whom you wish to bestow your gratitude by designating them as an heir in your estate plan. How can you ensure your wishes are fulfilled?
3 Tips When Including Caregivers in Your Estate Planning Read More »
For some people with disabilities, a guardianship or conservatorship would be overly restrictive. Supported decision-making can be an alternative to unnecessary guardianships.
Supported Decision-Making as an Alternative to Guardianship Read More »