0

Single Adult Children: Filling the Health Planning Gap

Several years ago, my client’s son, who was 20 years old at the time, in college, and unmarried, suffered a serious medical condition that, almost instantaneously, left him unconscious and unable to communicate with the physicians who were trying to treat him.  The son’s close friend and college roommate brought the son into the emergency room after he found him lying on the kitchen floor of their apartment.

Read more
0

What Will Your Legacy Be?

Websters Dictionary defines the term “Legacy” as: 1) a gift by will especially of money or other personal property, or 2) something transmitted by or received from an ancestor or predecessor or from the past. As an estate planning attorney, I see the term “legacy” most often associated with the transfer of money or some item of real or perceived worth. While that most certainly is an appropriate use of the term under the first definition above, it’s a use that greatly diminishes what a legacy can and perhaps should be.

Read more
0

Financial Planning – Filling the Special Needs Estate Planning Box

One of the most rewarding aspects of being special needs estate planners is the opportunity we have to work with professionals from other disciplines in order to help those families of special needs children and adults.  From insurance professionals, financials planners, accountants or clinicians and therapists, special needs planning allows us to work with people who are as dedicated as we are to helping families deal with their very unique, very special circumstances and challenges.

Read more
0

It May Not Take a Village, but it Certainly Takes a Team

As an estate planning lawyer who focuses a large part of my practice on estate planning for special needs children and adults, and as the mother of a son with autism, it never ceases to impress me the number of caretakers, therapists, clinicians and other professionals who dedicate their time, energy and expertise to help special needs children (and their families) face the myriad of challenges they will face throughout their lives.  

Read more