Trusts

Latest Stories

Does Your Plan Have a Special Needs Clause?

By Margaret Muldoon | September 19, 2019

When creating your estate plan, it’s important to consider not only today’s circumstances, but also to plan for the uncertainty of tomorrow. This is why everyone should have a special needs clause in their estate documents.

Common Estate Planning Myths

By Margaret Muldoon | October 16, 2018

Many people have the wrong ideas about wills, trusts, and estate plans. After all, estate planning isn’t something most people think about every day and something they may try to avoid. These misconceptions often prevent people from taking action that will save their loved ones countless headaches and difficulties.

Financial Planning for Families with Love Ones with Special Needs

By Pat Bergmaier | May 8, 2018

Financial planning for families with special needs children can be challenging because “special needs” means special on every level. There is no cookie-cutter solution that can guide people in the journey.

My Experience in Writing a Will

By Jay Perlman | October 17, 2017

I just went through the process of meeting with attorneys to draw up a Will and deal with all the issues of my impending demise. Or, maybe my demise is not so impending, but I think it still makes sense to be prepared.