Does Your Child’s Special Needs Trust Need a Tune-Up? Probably.

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

‘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...
Planning For Your Special Needs Loved Ones

Planning For Your Special Needs Loved Ones

This year has flown by! We are in the month of October, which happens to be Special Needs Law Month,  and National Disability Employment Awareness Month. Throughout the month, our goal is to share tips and tools that will be beneficial to those with special needs,...
A Trust Can Help Preserve Your Legacy

A Trust Can Help Preserve Your Legacy

Hello everyone! The month of August What Will Be Your Legacy Month. So, I want to inspire and challenge you to think about what type of legacy you want to leave your loved ones. What will be your legacy? My family and I recently saw the new Lion King movie, and we...
Protecting The Children

Protecting The Children

While Estate planning and Asset Protection is essential for everyone, this month, I have stressed why it’s an absolute must for the LGBTQ+ community. In Planning With Pride Part 1, I encouraged you to be proactive about planning, so that you can protect your assets...