The new year and new decade are quickly approaching. As we all prepare for the holidays and a new year, wrapping up any loose ends with your estate plan should remain a priority. Before entering into the new year, here are some task to consider checking off of your end-of-year checklist: Make Sure Your Estate…
Month: December 2019
This is the final installment of our III part blog series discussing Special Needs Trusts. Before implementing a SNT, you should consider whether the trust is necessary. A SNT is not always necessary or the right answer. The cost of establishing and funding a “typical” SNT frequently ranges from $5,000 to $10,000 or more depending…