Last Updated on May 16, 2023 by Tresi Weeks

Last Updated on May 16, 2023 by Tresi Weeks An important part of special needs planning is protecting your loved one from financial abuse. A True Link card is a…

Last Updated on May 16, 2023 by Tresi Weeks

Last Updated on May 16, 2023 by Tresi Weeks Special needs planning is more important than ever. Despite support from both sides of the aisle and appeals from disability advocates…

Last Updated on May 16, 2023 by Tresi Weeks

Last Updated on May 16, 2023 by Tresi Weeks When it comes to special needs planning, it is important to take note of Supplemental Security Income (SSI) beneficiaries. Supplemental Security…

Last Updated on May 16, 2023 by Tresi Weeks

Last Updated on May 16, 2023 by Tresi Weeks It’s good news for those requiring special needs planning. The Senate and House have cleared the passage of a year-end $1.7…

Last Updated on May 16, 2023 by Tresi Weeks

Last Updated on May 16, 2023 by Tresi Weeks It is an unpleasant thought, but death is a reality we all must face. One way to cope with the loss…

Last Updated on May 16, 2023 by Tresi Weeks

Last Updated on May 16, 2023 by Tresi Weeks In estate planning, a power of attorney (POA) is a legal agreement that gives a person (agent) the ability to act…

Last Updated on February 24, 2023 by Tresi Weeks

Last Updated on February 24, 2023 by Tresi Weeks Do you need an estate planning team when planning a trip away? When planning your next great travel adventure, you may…

Last Updated on May 16, 2023 by Tresi Weeks

Last Updated on May 16, 2023 by Tresi Weeks A power of attorney is a powerful estate planning document that enables you (the principal) to give another person (the agent…

Last Updated on May 16, 2023 by Tresi Weeks

Last Updated on May 16, 2023 by Tresi Weeks Estate planning can be complicated. The person you name as your executor will be accountable for a number of important tasks,…

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