Cornhole Tournament to Benefit Special Olympics
There are many ways to both benefit charities and save on taxes through good estate and financial planning for after you pass on. There are also a lot of tax techniques to benefit you and charities during your lifetime that can save tens or hundreds of thousands of dollars. However, there are also some […]
Traps Impacting Beneficiaries with Special Needs
Estate Planning Traps Impacting Beneficiaries with Special Needs When it comes to estate planning for a beneficiary with special needs, there is no margin for error. This is true not only in terms of making sure that they are protected from themselves or outside influences who may push them to recklessly spend money but also […]
7 Traps and 5 Power-Ups -Special Needs Estate Planning
Special Needs Estate Planning There are multiple traps, myths, and outright falsehoods when it comes to estate planning for a special needs beneficiary, and it doesn’t help when these lies spread like wildfire. But why do they spread? Usually, because someone had a single good or bad experience and they wrongly translate that to be […]
Myths of Special Needs Planning
Updated: In this outtake from The Advanced Institute, a professional conference for estate planners, Jeff reviews the prevalent myths in special needs estate planning that need to be overcome when discussing planning with clients. Common Knowledge Myths Special Needs Planning Sometimes something that is “common knowledge” is just a myth, and myths are prevalent in […]
Unnecessary Trust Provisions
And One BIG Reason to Keep Them Anyway “But this doesn’t apply to us!” It’s common enough to see lots of language in trusts and other legal documents that are ‘boilerplate’ that should stay in anyway. In this blog, I review some of the most commonly questioned provisions and why they should be kept anyway, […]
Anatomy of a Destroyed Estate Plan
Estate Plan Destroyed How do you destroy your own well-crafted, strategically created, solid estate plan in one move? In this podcast, I cover how one of our most airtight estate plans explicitly drafted to benefit a grandson with special needs ended up being placed in jeopardy… because the clients decided to perform their own DIY […]
