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Estate Planning › Asset Management › Disabled Children

Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions relating to the... more +
Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions relating to the disposition of assets, guardianship of minor children, and appointment of representatives to make medical and financial decisions. Effective estate planning can decrease tax liability and facilitate the probate process.  less -
Mandelbaum Barrett PC

Ensuring a Secure Future: Passing Retirement Benefits to a Child with a Disability

Mandelbaum Barrett PC on

For parents of children with special needs, planning for the future goes far beyond drafting a will. One of the most complex — and important — pieces of the puzzle is ensuring that your retirement assets are distributed in a...more

Shumaker, Loop & Kendrick, LLP

The Estate Planner, January/February 2023

Shumaker, Loop & Kendrick, LLP on

Pay attention to securities laws when planning your estate - Do your assets include unregistered securities, such as restricted stock or interests in hedge funds or private equity funds? If so, it’s important to consider...more

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