First Fridays Futures Planning

Blending families through marriage is about joy in new beginnings. It also means thoughtful navigation of new relationship dynamics, support systems, and financial and estate planning. Financial decisions can be challenging at any time, but they can be even more  complicated at death. This is particularly true when relationships arise later in life and if […]

The high cost of long-term senior care is a pressing concern for many families. Lack of knowledge and putting off planning can cause significant financial stress on seniors and their families. In this free workshop, attorney Yahne Miorini will help you understand Medicaid eligibility and how to get started long before a crisis. The more […]

It is important to ensure that your child is financially secure when you can no longer provide help. In this presentation, learn about the roles of Special Needs Trusts and ABLE Accounts in safeguarding government benefits while ensuring your child’s personal needs and aspirations are met now and in the future. Register for the webinar […]

Join us for an online seminar on financial planning for active-duty, reservists, veterans, and military retirees. Our panel of speakers will cover the following topics: Financial Planning for Active Duty, Reservists, Veterans, and Military Retirees An overview of benefits and decisions regarding: Survivor Benefits Plan (SBP) VA Disability Determination Life Insurance to replace SGLI Medical […]

Register for the webinar here Divorce can make any conversation about finances challenging. The complex task of special needs planning for children with disabilities only adds to the stress. Our upcoming free seminar will give you the facts, structure and advice you need to get the planning right the first time: Issues arising out of […]

It’s often true that retirement means stretching income and savings to cover the needs of three people—two parents plus an adult child with a disability. That’s a big problem for many families. An overwhelming 73% of respondents didn’t have adequate savings for retirement, according to a needs survey conducted by The Arc. But it’s essential […]

What are the allowable expenses for special needs trust? How can I pay my bills? A special needs trust (SNT) can be used to pay for a broad variety of services for the beneficiary to enhance her/his quality of life, while at the same time allowing her/him to remain eligible for government benefits. But using […]

How can you leave money to your child with disabilities without jeopardizing their government benefits? Who will manage the money? How can you guarantee that funds will be available once you’re gone? Estate planning for your loved one with special needs goes beyond the standard list of a will, power of attorney and advance medical […]

So much has changed as a result of the COVID pandemic. But there’s still a pressing need to secure the long-term financial future of loved ones with a disability. That’s why our seminar on ABLE accounts and Special Needs Trusts was so popular in January. We’re revisiting the topic in July. Learn more; ask your […]