Learn More From Our Blogs

The Benefits and Creative Uses of a Third-Party Special Needs Trust November 18, 2024

Enriching Life with a Third-Party Special Needs Trust A special needs trust (SNT) allows an individual to provide for a disabled beneficiary without jeopardizing the beneficiary’s eligibility for ...

Read More

Estate Planning Tips for Parents of Only Children November 12, 2024

Stereotypes surrounding “only child syndrome” have largely been debunked, as recent studies show that only children, on average, develop social skills similar to those of children with siblings. ...

Read More

Your Social Security Benefits for 2025: COLA Update November 7, 2024

The Social Security Administration (SSA) has officially released its annual cost-of-living adjustment (COLA) figures for 2025. These newly issued numbers will have an impact on monthly Social Security ...

Read More

How to Apply for Social Security Retirement Benefits November 4, 2024

The Social Security Administration (SSA) advises you to apply for retirement benefits three months before you want your benefits to begin. Even if you have no plans to receive retirement benefits, you ...

Read More

Trustees, Executors, and Agents: How to Choose Key Players in Your Estate Plan October 28, 2024

While the term fiduciary is a legal term with a rich history, it generally means someone who is legally obligated to act in another person’s best interest. Trustees, executors, and agents are examples ...

Read More

Who Should I Choose as My Initial Trustee? October 14, 2024

When you establish a trust, you nominate someone to be the trustee. If you are creating a revocable living trust, you will likely be the initial trustee. You will also want to name successors or ...

Read More