Estate Planning with a Team-Based Approach
Giving to Charity Estate planning with a team-based approach Several years ago, I enjoyed reading the book, “The Boys in…
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Distinctions Between a First-Party Special Needs Trust and a Third-Party Supplemental Needs Trust
First Party Versus Third Party SNT A First-Party Special Needs Trust (SNT) and a Third-Party Supplemental Needs Trust (SNT) are…
Gifting to a Minor with Special Needs
Gifting to a Minor with Special Needs We previously have posted blog entries about special needs planning and about gifting. …
IRS Issues New Rules for ABLE Accounts
ABLE accounts were authorized by the Achieving a Better Life Experience Act of 2014 and can be an excellent resource…