Dec
01

Investing For Trusts

posted on December 1st 2014 in Your Financial Advisor with 0 Comments

As part of your overall estate plan, you and your advisor may explore the possibility of using a Trust to accomplish your goals and objectives.  Because of the complexity of these financial instruments, it is critical to have a well versed team of professionals in place to guide you through the process. Investing for Trusts […]

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Nov
05

The Special Needs Trust

posted on November 5th 2014 in Your Family with 0 Comments

An issue in Estate Planning that will not arise often, but can be a very important issue to the families who need them, is a Special Needs Trust.  A special needs trust (or supplemental needs trust) is a tool that can help provide for the needs of an individual who is disabled, without jeopardizing his or her eligibility for government benefits. […]

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