Resources

A retirement trust is an irrevocable trust that holds retirement assets, provides benefits during retirement, and offers tax advantages by managing distributions. Find out if it's right for your needs

Wills and trusts each serve unique functions in an estate plan. Learn about the differences between these two in our blog.

There are certain elements you should be sure to include in your estate plan. Wills and trusts are just the beginning.

‍A 2-day experience dedicated to the education of professionals who plan for persons with disabilities and administer special needs trusts.

The COVID-19 pandemic has been particularly devastating to people with disabilities. Studies indicate that they are three times as likely to die from the virus as the general population.

President-elect Joe Biden has made more promises to the disability community than perhaps any incoming president in U.S. history, raising the hopes of advocates.

The coronavirus pandemic has had a devastating impact on the elderly, particularly those in nursing homes and other long-term care facilities. This has raised questions about how the virus has influenced the costs and provision of long-term care insurance, which covers care in facilities and sometimes at home as well.

When purchasing a Medigap policy to supplement Medicare, it's crucial to shop around, as prices for identical coverage can vary significantly between insurers.

Transferring assets to qualify for Medicaid can make you ineligible for benefits for a period of time. Before making any transfers, you need to be aware of the consequences.