Big sister kissing disabled little brother on cheek

How to Save for a Disabled Loved One

Planning ahead financially for a family member with special needs can be difficult. As an adult with special needs, if you have more than $2,000 in savings, you can potentially lose out on Supplemental Security Income (SSI) benefits and Medicaid. We know this is not a lot of money, so let us share some ways you can save for your disabled loved one while protecting their future eligibility for benefits.
January 27, 2018
Hand holding stacks of cash, symbolizing financial implications related to estate planning and documentary stamp tax considerations.

Documentary Stamp Tax Pitfalls

One of the questions we're frequently asked is, “Should I add my new spouse to the deed of my house?”  Before deciding whether to do so, you must understand the legal and documentary stamp tax implications of the “gift." You may ask yourself - “What on earth is a documentary stamp tax?”
December 22, 2017
Person holding a blue debit card, emphasizing end-of-year charitable giving and financial planning.

End of Year Charitable Giving

‘Tis the season for giving - especially for end of year charitable giving. In fact, one third of all charitable giving occurs in December, with the final three days of the year accounting for a whopping 12% of the entire year’s total.
December 7, 2017
Elderly couple reviewing and signing estate planning documents, emphasizing the importance of legal preparation for family protection.

Estate Planning Tips

An estate plan – especially a trust – can do more than just transfer ownership of certain assets to its beneficiaries. Here are some things that you might not have realized estate planning can do for you:
October 17, 2017