Special Needs Planning

The Scary Side of a Generous Gift

Oct 29, 2026

Imagine inheriting a cottage on one of Michigan's beautiful lakes. It's the place where your fami...

Have You Chosen the Right People for the Right Roles?

Oct 22, 2026

Choosing a Trustee, Agent, Patient Advocate, and Personal Representative in Michigan   In m...

What Parents Should Know When a Child Turns 18

Sep 10, 2026

You know your child's 18th birthday means adulthood. What may be less obvious is what that means ...

You Already Have an Estate

Jun 18, 2026

They were not wealthy by any conventional definition. They had a house in Westland paid off over thi...

What is a Qualified Disability Trust?

Jan 26, 2024

A qualified disability trust, or “QDisT” for short, is a type of irrevocable special needs trust...

What’s the Difference Between an Able Account and a Special Needs Trust?

Nov 15, 2019

If you have a child, grandchild, or other loved one with special needs, you may be concerned about ...

The Difference Between First- And Third-Person Special Needs Trusts

Dec 08, 2016

If you have a loved one with special needs, you have probably heard that a special needs trust is a...

Supreme Court Upholds Case Striking Down Pooled Trust Age Limit

Jan 18, 2013

The U.S. Supreme Court has refused to hear a case involving Pennsylvania’s pooled trust age limit....

Beneficiary Designations Can Cause Problems for Children With Special Needs

Mar 21, 2010

Private retirement savings plans, like IRAs and 401(k)s, have become the main way for American famil...

10 Reasons To Create An Estate Plan – Now!

Nov 16, 2009

Many people think that estate plans are for someone else, not them. They may rationalize that they a...