Watching a loved one deal with a chronic illness or disability can be disheartening. This person may need ongoing specialized care, which can be costly. Families and individuals in Florida usually end up having to empty their life savings to even qualify for...
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Special Needs Trusts
A special needs trust can give you peace of mind
As you get older, you may start to worry about what will happen to your child if you pass away. When your child was younger, the reality that they had special needs wasn't as serious to you. However, over time, you've realized that not being there could make their...
Estate planning: How a special needs trust can help
Parents of special needs children already understand the extra care and dedication that goes into the job. Many worry about what will happen to their adult children after they are gone. While Florida parents might expect their other children or family members to take...
Can’t qualify for Medicaid? Try a special needs trust
The quality of life for people living with disabilities in Florida is leaps and bounds ahead of what it used to be in decades past. Now, with the right kind of care, these individuals can typically expect to live long, full lives. But what happens when someone with a...
Estate planning can aid in achieving family goals
Individuals who wish to pass assets to their heirs after death may wish to take the proper steps to ensure that their wishes are honored. Estate planning can help ensure that individuals can pass along wealth and assets in exactly they way they intend. Florida...
After estate planning, documents may need revision
Tax law changes, births, deaths and other significant life changes may call for the revision of the best laid plans. That's why, no matter the hype surrounding current tax laws changes, it is always a good idea to revisit one's estate planning to ensure that the plan...
A special needs trust can provide for a disabled child
Many Americans are born with disabilities every year. Parents typically love to dote on their children and ensure that their special needs are met. Ultimately, however, the time may come that the parent isn't able to care for the child, or the parent passes away,...
Special needs trust can store past-due benefits
When it comes to post-retirement, end-of-life care, finding the right balance of trust funds and benefit calculations can be a challenging dance. Many folks in Florida can find it a bit confusing when juggling Social Security Disability Insurance payments and Medicaid...
Special needs trust can be a part of a successful financial plan
Some situations require specific plans. Being a special needs individual, or being a parent to one, can potentially require thoughtful financial planning. Since a person's assets can affect their ability to receive government benefits, some individuals choose to...
Special needs trust can be a part of a successful financial plan
Some situations require specific plans. Being a special needs individual, or being a parent to one, can potentially require thoughtful financial planning. Since a person's assets can affect their ability to receive government benefits, some individuals choose to...