As a parent of three children, one of whom has Down syndrome, there are many times that I feel like a piece of taffy in a candy factory – pulled every which way and stretched as far as possible. And let me tell you, when I feel that way, it’s unlikely I am as …
Does Danger Lurk In Your Forms?
Imagine that someone wants to give you $100,000. They want to do it. You don’t have to ask, and you don’t have to lay out a sales pitch in a PowerPoint presentation. To get the money, you have one easy task. You get a simple, easy-to-find, fairly standard …
Future Planning – Choosing Between Fear and Courage
Last month, I spoke at the National Down Syndrome Society’s adult conference in Detroit to a room of parents with adult children with Down syndrome. Some families were still figuring out how to navigate SSI, Medicaid and their estate plans but most had already …
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Spending ABLEs – What’s a QDE anyway?
The ABLE Act changed the way we think about saving and spending money for our family members with special needs. For the first time, we can now have a simple, tax-advantaged way to save that also allows our family member to access money without fear …
Is Life Insurance Ever an Investment?
As advisors with many years of experience under our belts, we have seen numerous types of planning situations, investment ideas and life situations. We have shared and been part of all kinds of events like job changes, business starts and sales, births of …
