Man with boy on shoulders, both with outstretched arms, facing the sun on the shore of a lake at sunset
Special Needs Trusts: Securing the Future for Your Loved One
Daughter, wearing backpack, smiles at father as he smiles back with a school in the background
First-Party Special Needs Trusts: A Comprehensive Guide

Understanding the intricacies of first-party special needs trusts, including their benefits, setup, management, and legal considerations, is crucial for ensuring financial security and well-being.

May 24, 2024

Man with boy on shoulders, both with outstretched arms, facing the sun on the shore of a lake at sunset
Special Needs Trusts: Securing the Future for Your Loved One

Navigating the complexities of financial planning for individuals with disabilities can be overwhelming. Establishing a special needs trust is a crucial step in securing future well-being.

May 23, 2024

Four students, one in a wheelchair, gesture toward books and schoolwork
Top Individualized Education Plan (IEP) Tips for Parents

Some parents going through the IEP process may feel a little lost or unsure of how to be effective advocates for their child. Here are 10 top tips to help parents participating in this process.

May 15, 2024

Protecting the Public Benefits of Clients With Disabilities

A litigation recovery may impact the financial security of clients with disabilities. Protecting their resources requires unique planning and care.

Jan 17, 2024

Settlement Preservation Trusts

Support Trust. A Settlement Protection Trust is a support trust designed to provide for the health, education, maintenance, and support of the beneficiary.