Suzanne Burke

Do I Need a Guardianship for my Special Needs Child?

Estate Planning, Guardianship, Special Needs / By

Parents of special needs children are often under the assumption that they will still be able to make parental decisions for their children even after their children legally become adults.  However, generally speaking, any child who reaches the age of majority, including a child with special needs, becomes an adult under the law and is …

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5 Essential Estate Planning Considerations

8 Comments / Estate Planning, Personal Planning / By

Done correctly, comprehensive estate planning involves the analysis and balancing of numerous and often times complex laws, tools and objectives. In the process of creating and executing a plan, there are some critical considerations that, even though they may seem obvious, often times get overlooked. But when you take a ground up approach to planning, where the client’s needs, goals, and circumstances are considered before anything else, these …

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