Special Needs Trusts: Consultations & Appointments for Prince William County

Join Tia Marsili, Director of Trusts, and Ashley Welch, Client Manager, for individual consultations and/or appointments to set up a Special Needs Trust. Please specify your needs at the time you set up an appointment. Slots are open from 10 a.m. to 3 p.m. on these dates: July 23 September 10 October 8 Contact Allie […]

Special Needs Trusts – August 20th, 2021

It is important to ensure that your child with disabilities is financially secure when you are no longer around to provide help. In this presentation, learn about the roles of Special Needs Trusts in safeguarding government benefits while ensuring your (adult) child’s personal needs and aspirations continue to be met in the future. Your Speaker: […]

Special Needs Trusts (with DSAGR)

It is important to ensure that your child is financially secure when you are no longer around to provide help. In this presentation, learn about the roles of Special Needs Trusts in safeguarding government benefits while ensuring your (adult) child’s personal needs and aspirations continue to be met in the future. Your Speaker: Tia Marsili […]

Special Needs Trusts – October 15th, 2021

It is important to ensure that your child with disabilities is financially secure when you are no longer around to provide help. In this presentation, learn about the roles of Special Needs Trusts in safeguarding government benefits while ensuring your (adult) child’s personal needs and aspirations continue to be met in the future. Your Speaker: […]

Special Needs Trusts (with Naval Support Activity Bethesda)

It is important to ensure that your child with disabilities is financially secure when you are no longer around to provide help. In this presentation, learn about the roles of Special Needs Trusts in safeguarding government benefits while ensuring your (adult) child’s personal needs and aspirations continue to be met in the future. We’ll talk […]

Special Needs Trusts – December 17, 2021

It is important to ensure that your child with disabilities is financially secure when you are no longer around to provide help. In this presentation, learn about the roles of Special Needs Trusts in safeguarding government benefits while ensuring your (adult) child’s personal needs and aspirations continue to be met in the future. Your Speaker: […]

Special Needs Trust — February 18

It is important to ensure that your child is financially secure when you are no longer around to provide help. In this presentation, learn about the roles of Special Needs Trusts in safeguarding government benefits while ensuring your (adult) child’s personal needs and aspirations continue to be met in the future. Now on the third […]

Financial Fitness Friday: Wills and Trusts and Powers of Attorney, oh my!

via ZOOM

Presenter: Claire Kelly Description: Let's follow the yellow brick road and pull back the curtain on what these instruments do, and whether you actually need all of them. Did you know that not everyone needs a revocable trust as part of their estate planning? This entertaining session will clarify the roles of different estate planning […]