Month: May 2025

For families with a loved one who has a disability, a special needs trust can offer long-term financial protection. This type of trust allows assets to be set aside for the beneficiary without affecting eligibility for government programs such as Medicaid or...

Starting the estate planning process can be truly overwhelming, especially if you’re unsure where to begin. Fortunately, artificial intelligence (AI) tools can help simplify your first steps by offering guidance, generating basic documents and organizing information. ...