Does Your Child’s Special Needs Trust Need a Tune-Up? Probably.
Remember how satisfying it was setting up a trust for your child with special needs? You named a trustee and a successor trustee, signed the paperwork, and paid the legal bills, and then you rested easy at night knowing you had put a plan in place for your child....
‘Wor-cation’ Mode
This week is spring break for the kids, but I also chose to indulge a bit myself. I took a ‘wor-cation’ where I would be able to work and relax at the same time. Needless to say I have thoroughly been enjoying this new way of working. If you know me you know I...
Not a One Size Fits All
Who’s ready for summer? I know I’m not… yet. Recently I have decided to really get serious about being healthy and looking good. I have always been health conscious and worked out here or there, but never really made a choice and stuck to it. In my teen years I was...
Protection Past Expiration
It has been quite some time since I have written here! I have to say I have missed sharing information with you all. Things have changed so much since 2019, I almost didn’t know where to start. However, we’ll be starting with COVID-19. You probably thought that’s...
Planning For Your Special Needs Loved Ones
There are a number of federal and state program available to individuals with special needs, but they typically require that the potentially eligible individual have little to no income and resources. Unfortunately, we do not live in a country where healthcare and long-term care are inexpensive, so even those who do not depend on public benefits programs for food clothing and shelter, need access to these benefits to offset their health and long-term care costs.
Alzheimer’s & Dementia – Choosing The Right Facility
When you have a family member who is suffering from Dementia or Alzheimer’s there may come a time when they will have to transition into an assisted living facility. I know your first thoughts are; I will google a nice facility, maybe read some reviews, look at the amenities they have, how clean and pretty the pictures are. But there are other things that you should also consider. Here are some tips on what to look for when choosing an assisted living facility.
A Trust Can Help Preserve Your Legacy
When you establish a trust, you can set the rules, you retain a certain level of control, and you protect your loved ones. With a Trust, you can ensure your hard earned assets aren’t wasted by an irresponsible loved one. I’m sure you can think of at least one. You can keep your assets out of the hands of creditors. After all, you want to leave assets for the benefit of your loved ones…not a creditor. Most importantly, you can avoid affecting a disabled loved one’s eligibility for public assistance!
Final Prep For Back To School
Yes, even if you went through 15 days of labor, doctors and bank representatives are not required or permitted to just give you access to your child’s records.
Is Your Baby Truly Ready?
Typically, when we talk about back to school, we’re talking about buying school supplies, clothes, electronics, and dorm room essentials. While those things are all necessary and important, young adults need a few additional items to be truly prepared for this new journey. Believe it or not, there are some estate planning documents that are very important for the young adults and college babies in your life to have.
Protecting The Children
No matter the status of your relationship, if kids are involved, you must take the necessary steps to make your intentions clear. Without a comprehensive estate plan and second parent adoption, your family may not be adequately protected.
Office Address
452 Lakeshore Pkwy, Suite 120
Rock Hill, SC 29730
Mailing Address
P.O. Box 10431, Rock Hill, SC 29731
803.262.0442 | Fax 803.828.7779
