Although we have discussed how and why you need to create a special needs trust, it is essential to distinguish between a self-settled trust and a third-party one. Self-settled trusts can be particularly confusing because they are also referred to as first-party...
Month: May 2022
Common reasons to review your estate plan periodically
An estate plan requires careful consideration to ensure the distribution of your assets according to your wishes after you are gone. However, your evolving circumstances may require you to reconsider some of your choices. These are some reasons you need to review or...
