Can I Set Up a Special Needs Trust in Any State?
April 15, 2024
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In order to take care of a child, you must set up a trust in the state that you live
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How Can Entrepreneurs Fund a Special Needs Trust?
April 12, 2024
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Recently, I was on an H7 networking Zoom call. I was introduced to a mom who has an adult child
What Are Ways I Can Fund a Special Needs Trust?
April 10, 2024
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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
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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
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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
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When I’m meeting with people in large groups, the same questions keep coming up. Do I need a will? Do
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.