Do You Have a Loved One With Special Needs? Consider a Special Needs Trust

DoYouHaveALovedOneWithSpecialNeedsConsideraSpecialNeedsTrust-CaseyandLundregan

What is a Special Needs Trust? In general, a trust is created when property or assets are managed by a person or firm for another person’s benefit. The person or entity who manages the trust is known as the trustee and will be responsible for making decisions in the best interest of the person who…

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What Parents Of Children With Disabilities Should Know

WHAT PARENTS OF CHILDREN WITH DISABILITIES SHOULD KNOW-CaseyandLundregan

Some major things to know when estate planning with a disabled child… Do you have a will or living trust? Have you selected a guardian for your minor children? For most Americans the answer to these important questions is “no.” Yet, of all of the reasons why you should have an appropriate estate plan, none…

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7 Key Things When Making A Plan For A Child With Disabilities

7 KEY THINGS WHEN MAKING A PLAN FOR A CHILD WITH DISABILTIES-CaseyandLundregan

Planning ahead seems daunting – but if you take it step by step, it is really not so bad! Step 1 – Future Planning For Your Child: How do you want to provide for your child with disabilities if you die or are too ill to provide the care? You can’t make any plans if…

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Estate Planning For A Child With Disabilties? This Is What You Need To Do…

Estate Planning For A Child With Disabilities-CaseyandLundregan

This post will tell you what you should be doing and what you definitely shouldn’t be doing… Parents want their estates utilized to enhance and enrich the life of their special needs child while maintaining the child’s enrollment in essential public benefits programs. These goals can be met through the use of a properly prepared…

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