by Sara Yen | 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 | Estate Planning
This week we examine the unique planning requirements of families with children, grandchildren or other family members (such as parents) with special needs. There are numerous misconceptions in this area that can result in costly mistakes when planning for special...
