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 […]
No matter your income, you have things that you want to make sure go to the right person when you pass away: jewelry, heirlooms, things of significance to you and your loved ones. We created a new kind of plan just for you.
In this Facebook Live video, Morgan Allison discusses the first of his “5 Keys to Special Needs Planning:” Getting Organized.
In this Facebook Live video, Morgan Allison discusses the importance of a letter of intent in a special needs plan and some tips on writing one.