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Categories Elder Law/Special Needs Planning, Estate Planning, Monthly Newsletter

Understanding the three types of special needs trusts

Whether you have a child with a mental or physical disability or you have a disability yourself, you may want to create a special needs trust to protect assets while maintaining eligibility for government benefits. This financial planning tool may allow you to...

Owm Newsletter – January 2020 – Estate Planning: Why You Need To Check Your Beneficiary Designations

Many people periodically update their wills or other estate plans, but do not update their beneficiary designations on non-probate assets such as life insurance or retirement accounts (such as IRAs and 401(k)s). You should review your estate plan with an attorney...