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    Special Needs & Estate Planning
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    Archives

    Monthly Archive for: "May, 2019"
    Home ยป Archives for May 2019
     Will You Owe a Gift Tax This Year?
    0
    18
    By Tresi Weeks
    In General
    Posted May 22, 2019

    Will You Owe a Gift Tax This Year?

    The rules surrounding taxes on gifts often create confusion during tax season or any other time. Below are some of the nuts and bolts of the gift tax, including when a gift tax form needs to be [...]

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     What’s a Health Care Proxy and Why Do I Need One?
    0
    16
    By Tresi Weeks
    In Estate Planning Resources
    Posted May 20, 2019

    What’s a Health Care Proxy and Why Do I Need One?

    Ifย you become incapacitated, who will make your medical decisions? A health care proxy allows you to appoint someone else to act as your agent for medical decisions. It will ensure that your [...]

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     10 Facts Funeral Directors Don’t Want You to Know
    0
    16
    By Tresi Weeks
    In General
    Posted May 17, 2019

    10 Facts Funeral Directors Don’t Want You to Know

    Funerals are among the most expensive purchases many consumers will ever make, ranking only behind the purchase of a home and an automobile. A traditional funeral, including a casket and vault, [...]

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     If You Havenโ€™t Been Regularly Reviewing Your Estate Plan, Start When You Hit 60
    0
    15
    By Tresi Weeks
    In Estate Planning
    Posted May 15, 2019

    If You Havenโ€™t Been Regularly Reviewing Your Estate Plan, Start When You Hit 60

    How frequently you should review your estate plan depends on how old you are and whether there has been a significant change in your circumstances. If you are over age 60 and you haven’t [...]

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     Stormy Daniels Lawyer Michael Avenatti Charged with Embezzling $4 Million Intended for Special Needs Trust
    0
    16
    By Tresi Weeks
    In Special Needs Resources
    Posted May 13, 2019

    Stormy Daniels Lawyer Michael Avenatti Charged with Embezzling $4 Million Intended for Special Needs Trust

    California attorney Michael Avenatti, who came to national attention for his representation of adult film actress Stormy Daniels in her lawsuit against President Trump, was recently charged in [...]

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     Gift Cards: A New Way to Contribute to ABLE Accounts
    0
    16
    By Tresi Weeks
    In Special Needs Planning
    Posted May 10, 2019

    Gift Cards: A New Way to Contribute to ABLE Accounts

    People wishing to help someone with special needs save for their future without jeopardizing the recipient’sย public benefits can now do so using aย Gift of Independence gift card. Funds in [...]

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     Will the Government Start Monitoring the Social Media of Disability Applicants?
    0
    13
    By Tresi Weeks
    In Special Needs Planning
    Posted May 9, 2019

    Will the Government Start Monitoring the Social Media of Disability Applicants?

    A proposal tucked into the Social Security Administrationโ€™s (SSA) 2020 budget, released March 18, is raising fears thatย people applying for government disability benefits will soon [...]

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     Invite Family & Friends to Contribute to the Trust
    0
    13
    By Tresi Weeks
    In Special Needs Planning
    Posted May 7, 2019

    Invite Family & Friends to Contribute to the Trust

    When parents ponder how to provide for their child with special needs, they sometimes forget one of the key advantages of a special needs trust that is created while the parents are still alive: [...]

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