by Sara Yen | Dec 8, 2013 | Estate Planning
As our struggling economy tries to sputter back to life, we still see its impact on our clients’ families. The stress of the real estate market crash and the wreckage of the lingering recession has left deep financial scars. There is still a desire by better off...
by Sara Yen | Nov 7, 2013 | Estate Planning, Special Needs
You may have heard the terms “special” needs trust and “supplemental” needs trust and wondered what the difference is. The short answer is that there’s no difference. Here’s the long answer. When the field of special needs planning...
by Sara Yen | Nov 1, 2013 | Estate Planning
The classic 80s sitcom The Cosby Show featured a family led by Cliff Huxtable, a doctor, and Claire Huxtable, a lawyer. So we have two professionals, with presumably high incomes. And we have five good, if not entirely perfect, children – Sondra, Denise, Theo,...
by Sara Yen | Oct 23, 2013 | Estate Planning
Most memorably known as mob boss Tony Soprano on the HBO series The Sopranos, actor James Gandolfini died in June at age 51. He left behind an estate worth an estimated $70 million. But to many advisors, the way he divided his estate would have gotten the fictional...
by Sara Yen | Oct 21, 2013 | Estate Planning
Not all disabilities are necessarily permanent. One question that typically comes up when an attorney is drafting a special needs trust for a beneficiary whose disability may end at some point is whether the attorney can write a clause into the special needs trust...
