Tag Archives: Special Needs Trust

Whether you are old or young, rich or poor, a parent or a business person (or both!), you should create an estate plan. Estate planning is valuable no matter who you are, so don’t use your age or the size of your bank account as an excuse. Just think of all the important decisions your […]

A lot of care and consideration goes into the choosing of a beneficiary and the creation of an estate plan. Unfortunately though, things do not always work out as we’ve planned. So you might wonder, “What happens if my beneficiary dies before me?” Who will receive the assets I planned to give to my beneficiary? […]