Now that STABLE accounts are available to individuals with disabilities, parents and guardians often ask whether they should establish a trust for their loved one
As their child with a disability reaches adulthood, families give increased thought to their child’s housing needs. Many families want to promote the maximum independence
Special Needs Trusts (SNTs) have their advantages and disadvantages to consider in the estate planning process. The recent CMS directive regarding ABLE contributions highlights how
Since their inception, Roth accounts have been a great saving vehicle for families planning for their retirement. This saving tool has also been a nice
Social Security is an important part of retirement planning both for the parents and the individual with a disability. Family members can claim benefits tied
In last month’s Disability Insights, various tax issues of particular importance to individuals and families with disabilities were discussed. In this article, we take a
Introduction With the evolution of the automotive industry, the way we perceive car buying is undergoing a seismic shift. No longer should cars be viewed
Introduction Interest rates and inflation are often at the forefront of financial planning discussions. Both metrics can influence your investment decisions, spending habits, and overall
Below are the resources for and the results of our recent Proxy Vote on behalf of our clients: Proxy Materials: Proxy Statement. Annual Report.
By now you know that market timers and traders were spooked once again, causing a downward ripple across the U.S. investment markets. It’s not easy
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