A New Year’s Resolution

Q.  My wife and I created our estate planning documents about 10 years ago and we really have not even looked at them since. Do you have any thoughts about when we should consider updating them? A.  Yes, I do. I would tie a review and update into a New Year’s Resolution. Many of us… Read More »

New Law Empowers the Disabled Under Age 65 to Create Their Own Special Needs Trust

Q.  I hear that President Obama just signed a new law that makes it easier for disabled persons to create their own Special Needs Trust. Do you know anything about this? A.  Yes. With strong bipartisan support, just last week President Obama signed a comprehensive piece of legislation called the 21st Century Cures Act, primarily… Read More »