Presented by Yahne Miorini, principal at Miorini Law PLLC While a living revocable trust can avoid probate and organize wealth transfers, the Senior Assets Protections Trust goes further to protect against nursing home exorbitant costs and senior scams. This option can be attractive to seniors because it can help shield assets while still providing for […]
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These small group discussions will focus on Special Needs Trusts and futures planning. Tia Marsili, Director of Trusts at The Arc of Northern Virginia, will walk you through the importance of planning for the future of your loved one with a disability, why trusts are important, and other critical services and programs and benefits that […] |
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Presented by Cortney Heykoop, Clover Leaf Wealth Strategies For people with disabilities and their families, it is absolutely critical to make careful plans for your financial future. The prospect can feel daunting, but you don’t have to do it alone. The Arc of Northern Virginia hosts this quarterly online roundtable discussion, led this month by […] |
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These small group discussions will focus on Special Needs Trusts and futures planning. Tia Marsili, Director of Trusts at The Arc of Northern Virginia, will walk you through the importance of planning for the future of your loved one with a disability, why trusts are important, and other critical services and programs and benefits that […] |
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Members of The Arc of Northern Virginia's Trust Team will be on hand to answer questions and provide information of future financial planning and Special Needs Trusts. |
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“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 things for the beneficiary to enhance her/his/their quality of life, while at the same time allowing her/him/them to remain eligible for government benefits. It is […] |
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