Special Needs Planning

Disability Planning

Estate planning should always be customized to each individual creating a plan. This is particularly important when planning for beneficiaries with disabilities.

Can End-of-Life Planning Increase Control for Cancer Patients?

Caregiver Stress

An end-of-life program that enables patients with advanced cancer to document their wishes can enhance feelings of life completion, improve relationships with healthcare providers and decrease death-related anxiety, according to a presentation at the 2021 Virtual Association of Community Cancer Centers National Oncology Conference.

How Do I Talk to My Parents About Estate Planning?

Caregiving expenses

If you have a parent over the age of, say, 65, thoughts about their future may have started to creep into your mind. But because end-of-life planning can be emotional and overwhelming, it’s tempting to put these conversations off — and even more pleasing to avoid them altogether. If there’s a lesson to be learned from the pandemic, however, it’s that waiting until the last minute to prepare is seldom a good idea.

What Can Trusts Do for Me and My Family?

Trust Planning for Your Family

Trusts are often associated with the rich, but the uber-wealthy are not the only people who can benefit from using trusts. There is no minimum asset level or net worth required to set up a trust, and you can put any amount of money into a trust.

What was Stephen Sondheim’s Estate Plan?

Broadway legend Stephen Sondheim left behind an estate estimated to be worth as much as $75 million to his husband, charities and a dozen other friends, court papers show.