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Archives

Monthly Archive for: "September, 2016"
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By Paul Sullivan
In News
Posted September 30, 2016

If Your Child Receives SSI and Is Turning 18, It's Time to Talk to Your Special Needs Planner


If your child receives Supplemental Security Income (SSI) benefits and is going to turn 18, you should talk with your special needs planner about some important changes that could [...]

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By Paul Sullivan
In News
Posted September 28, 2016

House Overwhelmingly Passes SNT Fairness Act

The Special Needs Trust Fairness Act, a bill that would allow people with disabilities to create their own first-party special needs trusts without having to rely on others, has passed the [...]

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By Paul Sullivan
In News
Posted September 27, 2016

Six Things to Consider Before Making Gifts to Grandchildren

Here are some issues grandparents should consider before making gifts to grandchildren or other family members.

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By Paul Sullivan
In News
Posted September 27, 2016

New Rules Will Make It Harder to Qualify for Long-Term Care Help From the VA

The Veteran's Administration will soon begin enforcing new regulations that make it harder to qualify for Aid and Attendance benefits. 

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By Paul Sullivan
In News
Posted September 23, 2016

What Is a Life Estate?

The phrase "life estate" often comes up in discussions of estate and Medicaid planning, but what exactly does it mean? A life estate is a form of joint ownership that allows one person to [...]

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By Paul Sullivan
In News
Posted September 19, 2016

Life Insurance Can Still Play a Key Role As Part of an Estate Plan

Life insurance can be beneficial in replacing lost income for young families, but as people get older, it can also serve a purpose as part of an estate plan.

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By Paul Sullivan
In News
Posted September 15, 2016

5 Things to Know to Reduce Your Tax on Capital Gains

The one tax you may be able to avoid or minimize most through planning is the tax on capital gains. Here's what you need to know to do such planning.

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By Paul Sullivan
In News
Posted September 12, 2016

Execute a Power of Attorney Before It’s Too Late

A durable power of attorney is an extremely important estate planning tool, even more important than a will in many cases. But many people delay completing this vital estate [...]

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