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).
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 […]
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.
Morgan Allison discusses first-person vs third-person special needs trusts in this Facebook Live video.
Morgan Allison offers his tips to prepare for legal issues during hurricane season.