by Sara Yen | Apr 7, 2015 | Estate Planning
Estate planning is not just about having a plan in place to deal with what happens at your death. It’s about having a reliable plan in place to deal with what will happen if you become incapacitated—and knowing the potential consequences of not having a plan. What are...
by Sara Yen | Feb 13, 2015 | Special Needs
On December 19, 2014, President Obama signed the Achieving a Better Life Experience Act (ABLE Act) into law. The ABLE Act will allow certain individuals with disabilities to establish tax-free savings accounts that can be used to cover expenses not otherwise covered...
by Sara Yen | Apr 24, 2014 | Estate Planning
Clients often want to leave some kind of legacy behind. It could be setting up children and grandchildren for life, with no financial worries. Maybe endow a professor’s chair at their alma mater or build a wing on the local children’s hospital. Or they want to make...
by Sara Yen | Apr 4, 2014 | Special Needs
Parents of children with special needs must be concerned with ensuring that medical and financial decisions will continue to be made in the child’s best interest once the child reaches age 18 — the age of legal capacity. In most states, once a child...
by Sara Yen | Mar 14, 2014 | Estate Planning
Many of our clients have always dreamed of starting a business. Times are tough, though, and despite many years of experience in the workforce, they know their chances of getting a bank or small-business loan are slim. But there’s a way to put their years of...
