Special needs trust and able account

Harmonizing Your Special Needs Trust and ABLE Account

When special needs individuals are dependent on a combination of public benefits and financial support from family members or caregivers, their parents or guardians are often encouraged to open ABLE accounts or special needs trusts (SNTs).

Prudent Perspective July 2021

The Prudent Perspective – Q2 2021

After closing the first half of 2021, we are beginning to get a glimpse of some of the unintended consequences that may lie ahead following the unprecedented measures taken to address a once-in-a-century pandemic.

Nguyen Vu - Cybersecurity

Cybersecurity Tips: Online Financial Accounts

With global cybercrime projected to cost individuals and businesses as much as $10.5 trillion per year by 2025, cybersecurity concerns aren’t going anywhere. Your best defense is personal vigilance when it comes to your own online behavior.

The Prudent Perspective – Q1 2021

Normal is an illusion.What is normal for the spider is chaos for the fly. Morticia Addams Changes in the Patterns The concept of normality is

Types of Trustees

3 Primary Types of Trustees to Consider

As you organize your trust to protect, manage, and distribute your assets, you will invariably need to appoint a trustee to oversee its administration. In some cases,

Role of a trustee

What Is the Role of a Trustee?

When you establish a trust to hold and manage assets from your estate, that trust requires a trustee to assume fiduciary responsibilities. Estate holders may

Prudent Perspective – Q4 2020

“It is during our darkest moments that we must focus to see the light.” – Aristotle In May of this year, the New York Times

Prudent Perspective – Q3 2020

“Every now and then it helps to be a little deaf” – Ruth Bader Ginsburg On March 4, 1933, Franklin D. Roosevelt was sworn in