The Benefits of a Special Needs Trust

Tag Archives: benefits of estate planning

The Benefits of a Special Needs Trust

A special needs trust is a crucial estate planning tool for persons whose beneficiaries (minor or adult) have special needs. Here are a few of the biggest benefits of implementing this tool in your estate plan. Preserve government benefits: By using a special needs trust, you can provide for your beneficiary without risking their government […]

Studies Indicate More than Half of Adults Do Not Have Estate Plans

Have you been putting off getting your estate plan done? You’re not alone. A 2017 study by AARP showed that only about 40 percent of all American adults have a will or living trust established. This is an alarming statistic when taken on its own, but when breaking the results down by different age demographics, […]