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...
estate planning
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Help Clients with the ‘Inheritance Talk’
It wasn’t easy for your clients to talk to their kids about sex, drugs and being safe on the Internet, but they managed — whether with red faces or not. But...
Budgeting for Trustee Success
The government prepares a budget. Businesses and families prepare budgets. A special needs trust should be no different. Unfortunately, many trustees of...
Four New Year’s Planning Resolutions
The new year is always a time to take stock of the previous year and to make positive changes for the months ahead. Here are several resolutions that your...
What We Can Learn From TV Families: The Brady Bunch
The Bradys are a great example of the kind of planning needed for a blended family. Mike and Carol are in their second marriage, and each have children from...