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Retirement Funds and SNTs

By Leonard Berg of Leonard F. Berg, Attorney at Law posted in Estate Planning on Friday, January 6, 2017. Watch Out for the Details Retirement accounts are often among a family's largest assets, so you may have thought about leaving a portion to your son or daughter with disabilities. But if they will ever need means-tested benefits, your good intentions could [...]

By |2020-07-18T14:20:49+00:00July 16th, 2020|Estate Planning|0 Comments

Could your loved one benefit from a special needs trust?

On behalf of Leonard Berg of Leonard F. Berg, Attorney at Law posted in Estate Planning on Tuesday, January 31, 2017. Many individuals have loved ones in their lives that may need extra care due to a disability or mental challenges. As one of these individuals, you undoubtedly want to ensure that your loved one has the financial ability to receive [...]

By |2020-07-18T14:21:17+00:00July 16th, 2020|Estate Planning|0 Comments