1232 Blue Ridge Blvd, Hoover, AL 35226

SPECIAL NEEDS PLANNING

Wednesday, May 31, 2017

A Message to Parents of Minor Children


A Message to Parents of Minor Children

 

As a parent, there are many things to worry about for your children’s sake, most of which will never come true. You are concerned about the food they eat, the friends they play with, strangers that they might meet, drugs, alcohol, grades, college and who they might marry. As their parent, it is your full-time job to watch over them, to protect them and to point them in the right direction. You intend to be there for them, regardless of what challenges they might face.

 

But what if you can’t be there? What plans do you have in place to deal with that possibility?

 

The term “estate planning” is often used to describe a person’s will and how they want their assets to pass at death.
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Saturday, February 11, 2017

How Can a Special Needs Trust Help My Family?


If you care for a loved one who is challenged on an ongoing basis with a physical or mental disability, you know the hardships that go along with trying to ensure that they remain safe and financially secure. Careful planning must go into determining how and when assets are transferred, particularly in the event that you can no longer care for them. Without careful special needs planning, your loved one may miss out on important government benefits.


Read more . . .


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1232 Blue Ridge Blvd, Hoover, AL 35226
| Phone: 205.202.1956

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