Category: Blog

What Is The Prudent Investor Rule?

Committing your assets into a trust managed by a fiduciary offers far more protection than investing with a non-fiduciary advisor. Fiduciaries are bound by rules [...]

Leftover Special Needs Trust Funds

What Should You Do With Leftover Special Needs Trust Funds?

A special needs trust is an invaluable tool to help a parent, family, or caregiver to ensure that a person with disabilities receives medical, legal, [...]

Answers to financial questions about Special Needs Trust

Answers to Your Financial Questions About Special Needs Trusts

Are you considering using a special needs trust to provide for yourself or a loved one? This legal and financial vehicle can protect assets and [...]