Starting to design – your DreamList
October 2, 2018
“Starting to Design” is the second Building Block in my Blueprints series of workshops and…
A $250,000 Mistake
September 1, 2018
Why would any investor seek to gain 7% on their portfolio only to have 25%…
Three steps to having your special-needs trust in place in 30 days
August 2, 2018
This month, I spent two and a half days at the National Down Syndrome Congress’…
Starting to design? – This list is for you!
July 16, 2018
Last month, I hosted a workshop focused on the second and third steps of my…
Divorce, Car Accidents and Other Reasons to Use a Trust
June 1, 2018
Special-needs trusts are key tools in the process of planning for the future needs and…
ABLE Act account updates
May 21, 2018
Families with special-needs members watched with worried hearts and concerned minds as Congress debated and…
Communicate Your Planning
May 2, 2018
TV shows and movies look to enhance drama in every scene and a favorite device…