Before You File Your 2016 Taxes, Review These Tax Breaks for the Disabled
There is some kindness in the tax code, especially when it comes to the disabled and their caregivers. There are a few tax breaks intended to alleviate some of the financial burden on those providing for special needs individuals.
Mar 13, 2017
Family Estate Planning Law Group
The 5 Basics of Special Needs Planning
Estate planning can be more complex for those with a special needs child or beneficiary. We’ll look at an article highlighting 5 basics you should start thinking about when planning for a special needs beneficiary.
Mar 10, 2017
Family Estate Planning Law Group
ABLE Accounts Help Special Needs Families
These special accounts were created in 2014 to allow disabled individuals to have tax-free savings accounts. The accounts should be part of an overall plan for special needs individuals and their families.
Mar 8, 2017
Family Estate Planning Law Group
Longer Life Spans for Special Needs Children Impact Parents’ Retirement Planning
A dramatic increase in the number of adults with developmental disabilities, coupled with their increasing life spans, presents planning challenges for parents.
Mar 6, 2017
Family Estate Planning Law Group
Special Needs Presumption Corrected at Federal Level
"Today was a major step forward in correcting this long-overdue fix and we look forward to working with the Senate to see the bill signed into law," said National Academy of Elder Law Attorneys President Catherine Seal.
Mar 3, 2017
Family Estate Planning Law Group
A Focus on Special Needs Planning
Mar 1, 2017
Family Estate Planning Law Group
Advisors Education Series
Welcome to the homepage of our Advisors Education Series! We offer a series of workshops and webinars to professional advisors as part of our commitment to education in the estate planning realm. To view the calendar of a specific educational event type or to register, please follow the links below.
Your life, your legacy – let’s plan it together
Whether you’re just starting to think about your legacy or need to adjust an existing plan, our dedicated team is ready to help. Through personalized guidance and lifelong support, we ensure your estate plan evolves with you—protecting your values, your assets, and your loved ones.
