by Madalyn Davis | May 22, 2018 | Estate Planning, Special Needs Trust, Wills & Trust
Disabled Georgians have a new program to assist in their goal of financial independence. As of June 14, 2017, Georgia is the 22nd State to launch an Achieving a Better Life Enrichment (“ABLE”) program, labeled STABLE, to assist disabled individuals in saving private...
by Madalyn Davis | May 15, 2018 | Estate Planning, Special Needs Trust, Wills & Trust
Much has changed in the world of estate planning for the disabled. Gone are the days when an individual had to rely on the generosity of family and friends or face being disqualified from government benefits. In the current age, a beneficiary can fund his or her own...
by Madalyn Davis | May 8, 2018 | Estate Planning, Special Needs Trust, Wills & Trust
Our last article gave an overview of Third-Party Special Needs Trusts, but Trusts are not one size fits all. We now turn to another option to provide benefits for special needs beneficiaries: Pooled Special Needs Trusts. Pooled Special Needs Trusts are a great tool...
by Madalyn Davis | May 1, 2018 | Estate Planning, Special Needs Trust, Wills & Trust
The next four articles will be a mini-series focused on Special Needs Planning. Special Needs Trust can benefit anyone who is receiving government benefits. A good Special Needs Trust, also referred to as a Supplemental Needs Trust, can provide financial stability for...
by Susan Grissom | Apr 10, 2018 | Estate Planning, Special Needs Trust, Wills & Trust
Establishing an estate plan is critical for your family’s future. It’s important that you go through the proper legal channels and establish a will. The next step in the estate planning process is deciding where to store your will. In the event of your death, your...
by Susan Grissom | Apr 3, 2018 | Estate Planning, Wills & Trust
Estate planning for blended families can be difficult to navigate. Estate planning that takes the uniqueness of blended families into account can relieve a plethora of concerns. The key to this potentially sticky situation is open communication and the help of an...
