Friday, August 19, 2016

The Pros and Cons of a Special Needs Trust: Ensuring Your Child’s Future

A child’s financial future is daunting enough but adding in a child’s special needs can create additional anxiety.  Parents often wonder who will care for the child and how the child’s needs will be met once they the parents are no longer around.

Often times, parents of children with special needs consider a Special Needs Trust (SNT) to help ensure their child’s health and welfare needs are met.  When deciding whether or not to use a SNT to plan for your child’s future, there are many things to consider.  Most importantly, whether one is needed in the first place.


 

Friday, August 12, 2016

Who Gets The Family Bible And Coca-Cola Stock?

When a widow with incapacity issues and squabbling adult children died, the executor she named in her will rushed to her home and changed the locks just as one son showed up to take things left in her will to his siblings.

“Over and over, tangible personal property is the thing that pushes people over the edge; the beneficiaries are at odds, and the executor is trying to keep the peace,” says Carly Howard, a senior wealth strategist with Altantic Trust in Atlanta, Ga.

Read more @ Forbes.com