Father with his special needs daughter

Creating a Letter of Intent in Special Needs Planning

There are things you know about your loved one with special needs that nobody else does. Things like the movies they like to watch when they are not feeling well, their favorite ice cream flavor, and how to motivate them to try something new or otherwise adjust their routine. 

Mother with her special needs daughter

Special Needs Trust vs. ABLE Accounts

If you have a loved one with special needs, you are used to navigating an alphabet soup of acronyms and wading through the overwhelming amount of information thrown at you from healthcare providers and bureaucrats. 

So it will probably not surprise you that there are a whole new set...

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Beneficiary written on blocks

Can a Beneficiary Challenge the Validity of a Will or Trust?

When Leona Helmsley (a real estate tycoon who once owned the Empire State Building) died, she cut two of her four grandchildren out of her will, and left $12 million to her dog. This caused a lot of trouble (which also happened to be the dog’s name) for her estate.