ABLE Accounts offer a useful option to allow beneficiaries to save, and spend, their own money. Here is a rundown of the advantages and disadvantages of the ABLE account compared to the Special Needs Trust (SNT).
Next week on Facebook Live, I will answer your questions about ABLE accounts. We will look at how they fit in your estate plan and whether or not they replace the Special Needs Trust. If you are on Facebook, visit our Facebook page and click the post for the video […]
In this video, I talk about why it is so important to regularly review your estate plan, how to review it and when to review it. It’s not an exciting topic and one that gets overlooked, but that is a part of the problem I am trying to address: neglecting […]
Tune into our next Facebook live show on Tuesday, July 25 @6pm. I will discuss reviewing your estate plan: why you need to, when you should do it, and what to look for. There will be a Q&A time.
In this Facebook Live video, Morgan Allison discusses how to prepare for your own future incapacity and why it is important to your special needs plan.
In this Facebook Live video, Morgan Allison discusses the special needs trust. He covers the following topics: why an SNT is needed, how it works, and the basic types of trust.