Categories Elder Law/Special Needs Planning, Estate Planning, Social Security Disability

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...

Addressing uncertainty about your estate plan

On Behalf of O'Donnell, Weiss & Mattei, P.C. | Aug 10, 2020 | Categories Elder Law/Special Needs Planning, Estate Planning, Social Security Disability

If you are in the early stages of setting up an estate plan, you likely have a number of questions. Some people are unsure about the type of estate plan that will suit their circumstances best (such as a will or a certain type of trust), how to distribute their assets...

Special Needs Planning: Should we set up an ABLE account?

On Behalf of O'Donnell, Weiss & Mattei, P.C. | Oct 2, 2019 | Categories Elder Law/Special Needs Planning, Estate Planning, Social Security Disability

What is an ABLE Account? An Achieving a Better Life Experience (ABLE) account allows people with disabilities who became disabled before they turned 26 to set aside up to $15,000 a year in tax-free savings accounts without affecting their eligibility for government...

Do I Need a Trust?

by OWM Law | Dec 5, 2017 | Categories Elder Law/Special Needs Planning, Estate Planning, Social Security Disability, Firm News

Let’s talk about trusts. I have my morning routine down. The alarm goes off, I jump in the shower, and immediately throw on my robe and put my hair in a towel. This is followed by a race to the kitchen to grab a cup of coffee. I carefully walk upstairs, making sure...

Categories Elder Law/Special Needs Planning, Estate Planning, Social Security Disability

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