Special Needs Planning

Who needs estate planning?

By Bob Goldberg / May 8, 2014

You should have a plan if you want to make sure you stay in control of your financial and healthcare decision making in the event of your disability. You should also take the time to plan if you want to make sure your wealth goes to who you want, when you want, the way you…

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Talking to your parents about moving from their home

By Bob Goldberg / December 3, 2013

You’ve come back from the Thanksgiving Holiday and you are concerned about the safety of your parents who are living alone. What do you do? This article will help you do what I learned at West Point: “choose the harder right instead of the easier wrong.” How to Talk to Aging Parents About Moving to…

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Why Should You Work with a Special Needs Planning Attorney in Peachtree City?

By Bob Goldberg / August 27, 2013

Parents of children with disabilities have unique estate planning concerns

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Alternatives to Disinheriting a Loved One

By Bob Goldberg / July 25, 2013

Trusts are useful tools and can be used to prevent the drastic measure of disinheriting a loved one

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End of Life Planning to Provide for the People You Love: Safeguarding Your Assets for Your Family

By Bob Goldberg / July 24, 2013

Creating a Testamentary Special Needs Trust (SNT) is often a good tool to utilize when planning for a spouse or other loved one who may need Medicaid after you are gone.  A Testamentary SNT is a trust created in your will.  Under Federal Law, money in a properly drafted testamentary trust does not count as…

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Benefit Your Loved Ones by Bringing Life to Your Estate Plan

By Bob Goldberg / February 22, 2012

We often tell our clients that there is far more to a legacy than money. A will and a trust are essential documents to have—but there’s more to protecting your loved ones than just those documents. With these important documents (plus the lesser-known but just as important ancillary documents) you’ve provided for your loved ones…

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Estate Planning with a Chronic or Terminal Disease

By Bob Goldberg / November 4, 2011

We mention often on our blog that each family will have unique circumstances and unique estate planning needs—this is especially true of families in which one member has a chronic or terminal disease such as cancer, diabetes, or, as mentioned in this article in Forbes, multiple sclerosis. For most people, the documents in their estate…

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Leaving an Inheritance to a Special Needs Child

By Bob Goldberg / September 7, 2011

If you have a child with special needs, planning your estate takes on a whole new dimension; especially, as this article in Forbes points out, now that “state and local governments are tightening income restrictions for medical benefits and supportive services, which are typically paid for by Social Security and Medicaid. Those services are tough…

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How a Special Needs Trust Can Help Your Child

By Bob Goldberg / February 25, 2011

You know how important it is to protect your family with an estate plan, but if you have a child with special needs then taking steps to protect them if something should happen to you is essential. Unfortunately, for families which include special needs children, knowing exactly the best way to protect your child(ren) isn’t…

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Planning for the Future is Essential for Special Needs Families

By Bob Goldberg / September 8, 2010

If you have a special needs child, parent, or sibling then you know that planning for the future can be overwhelming under the best of circumstances; which is why so many parents and caretakers tend to live for today, while planning for tomorrow is always put off until… well, until tomorrow. But if planning and…

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