Special Needs Planning
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Caring Beyond Your Lifetime: How a Special Needs Trust Provides for Your Child
Discover how a Special Needs Trust (SNT) can support your child for life without losing SSI or Medicaid benefits.
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A Gift of Peace: Why Estate Planning is One of the Most Important Gifts You Can Give Your Family
This holiday season, give the gift of security. Learn how estate planning for families protects your loved ones during difficult times.
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Supporting Local Organizations That Make a Difference for Special Needs Families
Explore 5 NC special needs organizations doing amazing work. Learn how these organizations + custom planning can enrich your loved one’s life.
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4 Signs You Need a Special Needs Trust Now
North Carolina Special Needs Trust: 4 signs you need one now to protect SSI/Medicaid and your loved one’s future.
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Guardianship vs. Trust: What’s the Right Path When a Loved One Needs Help?
Unsure whether guardianship vs trust is right for your loved one? Learn the differences, pros and cons, and how to choose the best option.
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Using a Special Needs Trust for a Loved One with Alzheimer’s or Other Dementias
Learn how a Special Needs Trust for Alzheimer’s can safeguard your loved one’s assets. Start planning early for peace of mind.
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Who Needs a Special Needs Trust?
When most people think of a Special Needs Trust (SNT), they picture a parent creating it for a child with a disability. While that’s a common use, these trusts provide financial protection and independence for many different situations. Whether you’re caring for an aging parent, supporting an adult sibling with disabilities, or considering your own…
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8 Things Not to Include in a Special Needs Trust
Creating a Special Needs Trust (SNT) is an essential step in ensuring the long-term care and financial security of a loved one with special needs. However, there are specific things that should never be included in such a trust. Missteps can lead to serious consequences, such as the loss of crucial government benefits or unintended…
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What Are the Drawbacks to Creating an ABLE Account?
For my clients who have a child with special needs or who live with a disability themselves, I encourage them to consider establishing a special needs trust and/or setting up an ABLE Account. While an ABLE Account offers several important benefits, there are also some things worth considering when opening an ABLE account. Let me…
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Understanding the Types of Special Needs Trusts
Learn how Special Needs Trusts in NC help protect government benefits for loved ones with disabilities. Serving families in Durham, Chapel Hill, Raleigh, and beyond.
Free Estate Planning Worksheet
There’s a lot that goes into setting up a comprehensive estate plan, but with our FREE worksheet, you’ll be one step closer to getting yourself and your family on the path to a secure and happy future.