supplemental trust :: Estate Planning Matters

Feb

Posted by: Gerry | Comments Comments Off

-Written by Gerry Kane

When It Comes To A Supplemental Needs Trust,

Out of Sight Should Never Be Out of Mind

You’ve been a responsible planner for your family’s future, especially your child with special needs.

You’ve met with an attorney, set up a Supplemental or Special Needs Trust and you can breathe a sigh of relief. Your work is done, right?

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Oct

Posted by: Gerry | Comments Comments Off

Got Kids? Get an Estate Plan

If you’re young, healthy and have small children, you’re probably busy trying to make a living to provide for your family.

Most if not all of your time is spent thinking about babysitters, good schools, soccer games and PTA meetings.

The last thing on your mind is providing for your kids if something happens to you. You’re young and young people don’t die, right?

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