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    • Becoming a Client
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Archives

Tag Archives for: "special needs trust"
 7 Mistakes to Avoid When Planning for a Special Needs Loved One
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By Linda Melancon
In Special Needs Planning
Posted March 11, 2024

7 Mistakes to Avoid When Planning for a Special Needs Loved One

March is Developmental Disabilities Awareness Month, and in honor of that observance, we are going to discuss the most common mistakes that you should avoid when planning for a loved one with [...]

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 Is It Possible to Put a Retirement Plan in a Special Needs Trust?
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By Linda Melancon
In Special Needs Planning
Posted July 7, 2023

Is It Possible to Put a Retirement Plan in a Special Needs Trust?

Retirement plans often make up a significant portion of the assets of parents of children with special needs, or of individuals who have become disabled as adults.  In such cases, the question [...]

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 Tips on Creating an Estate Plan that Benefits a Child with Special Needs
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By Linda Melancon
In Special Needs Planning, Estate Planning Awareness
Posted September 2, 2022

Tips on Creating an Estate Plan that Benefits a Child with Special Needs

Parents want their children to be taken care of after they die. But children with disabilities have increased financial and care needs, so ensuring their long-term welfare can be tricky. Proper [...]

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 What Is a Special Needs Trust?
1
By Linda Melancon
In Special Needs Planning, Guardianship, Trusts
Posted February 28, 2022

What Is a Special Needs Trust?

Americans are living longer than they did in years past, including those with disabilities. Planning by parents can make all the difference in the life of a child with a disability, as well as [...]

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 Dangers of Using “DIY” Online Software to Create a Special Needs Trust in Baton Rouge for a Child with Disabilities
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By Linda Melancon
In Special Needs Planning, Trusts
Posted November 6, 2020

Dangers of Using “DIY” Online Software to Create a Special Needs Trust in Baton Rouge for a Child with Disabilities

We’re often asked by parents of kids with special needs for our honest opinion on using do-it-yourself software to create a Special Needs Trust in Baton Rouge. Obviously, DIY programs cost less [...]

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 My Loved One with Disabilities Has Died. What Happens to The Funds Leftover in a Special Needs Trust in Baton Rouge?
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By Linda Melancon
In Special Needs Planning
Posted August 22, 2020

My Loved One with Disabilities Has Died. What Happens to The Funds Leftover in a Special Needs Trust in Baton Rouge?

A Special Needs Trust (SNT) is a complex legal tool set up on behalf of a person with special needs or disabilities. The SNT allows a beneficiary with special needs to safely utilize money or [...]

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