Phone

Archive for Month: January 2025

Enriching Life with a Third-Party Special Needs Trust

A special needs trust (SNT) allows an individual to provide for a disabled beneficiary without jeopardizing the beneficiary’s eligibility for needs-based government benefits. SNT funds

Should Your Child’s Guardian and Trustee Be the Same Person?

If you have overheard any estate planning discussions, you have likely heard the words “guardian” or “trustee.” In estate planning, deciding who will ultimately be

What Exactly is a Successor Trustee and Who Should Be Yours?

If you have a revocable living trust, you probably named yourself as the initial trustee so that you can continue to manage your financial affairs.

Contact Us Today