How Can Entrepreneurs Fund a Special Needs Trust?
April 12, 2024
Entrepreneurs with variable income can fund a special needs trust with a flexible contribution plan: put in more during strong
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What Are Ways I Can Fund a Special Needs Trust?
April 10, 2024
The top two ways to fund a trust are an annuity and life insurance. There is a third option. It
What is the Process for Setting Up a Special Needs Trust?
April 8, 2024
Look, it’s no secret that the best way to protect your children is to set up a trust, and here’s
How Do I Meet Other Parents with Special Needs Children?
April 5, 2024
From my experience, parents need to consistently check in with state services. The most important thing is that they need
What Parts of an Estate Plan Do I Need?
April 3, 2024
When I’m meeting with people in large groups, the same questions keep coming up. Do I need a will? Do
Why is an Estate Plan So Important?
April 1, 2024
Recently, I met with a family – a bunch of brothers who have common businesses in real estate together. And
Let’s set up a time to talk. I promise there’ll be no sales pitches, just a conversation. And if I can help you with what you need and where you want to be, we’ll go on from there. If not, I should be able to refer you to someone who can.