Spring Into Action – March 2019

Spring Into Action – March 2019

What is something you would like to do this spring? I bet the thought of establishing a trust for your loved one did not cross your mind. Yet, now that you are thinking about this, let’s consider the benefits of special needs trusts and what they can provide someone...
I Wish I Had Known This Sooner –July 2018

I Wish I Had Known This Sooner –
July 2018

John’s grandfather had always wanted to financially help his special needs grandson. He thought he was doing the right thing by leaving a lump sum of money, to his grandson, in his will. Yet, circumstances would prove him wrong.  John was surprised when he received an...