Trusts

Take care of a loved one who has special needs with an SNT

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Special needs trusts (SNTs), also called “supplemental needs trusts,” benefit children or other family members with a disability that requires extended-term care or that prevents them from being able to support themselves. This trust type can provide peace of mind that your loved one’s quality of life will be enhanced while not disqualifying him or […]

Estate Tax

Review your powers of attorney at least every 5 years

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Powers of attorney are critical components of an effective estate plan. After you’ve executed powers of attorney, it’s important to review them periodically — at least every five years and preferably more frequently — and consider executing new ones. 2 types A sound estate plan should include two types of powers of attorney: Financial power […]