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Home / Archives for special needs

Leaving Assets Can Be Tricky – Part 3

August 3, 2020 by Brandon McGee

Leaving assets to your adult children or other beneficiaries may seem simple. But in many situations, it can be quite tricky. For example, if you have a beneficiary with special needs, you must take special care. Read on to learn more. … [Read more...] about Leaving Assets Can Be Tricky – Part 3

Filed Under: Estate Planning, Legal Education Tagged With: children, distribution, Estate Planning, special needs

Your Planning Can Help Your Loved Ones

June 17, 2020 by Brandon McGee

Each of us will die eventually. This article looks at how planning can make your passing easier for your loved ones. Specifically, this article will look at the importance of the manner in which assets are left for your loved ones. Your Planning Can Help Your Loved Ones … [Read more...] about Your Planning Can Help Your Loved Ones

Filed Under: Estate Planning, Legal Education Tagged With: Asset Protection, planning, special needs

Planning for Special Needs Children

June 13, 2020 by Brandon McGee

Planning is important when providing for any of your children. But planning is even more important for special needs children. Without proper planning, an inheritance can jeopardize a special needs child’s needs-based benefits, such as SSI or Medicaid. Read on to learn more about planning for special needs children. Planning for Special Needs Children … [Read more...] about Planning for Special Needs Children

Filed Under: Estate Planning, Legal Education Tagged With: planning, special needs, trusts

Estate Planning is About More Tan Taxes

November 1, 2018 by Brandon McGee

Estate Planning addresses many concerns, not just taxes. It can protect beneficiaries from their own creditors, provide divorce and remarriage protection, and protect the benefits of children with special needs. Learn more about how Estate Planning can help protect your beneficiaries by providing privacy and other benefits. Estate Planning is About More Tan Taxes … [Read more...] about Estate Planning is About More Tan Taxes

Filed Under: Estate Planning, Legal Education Tagged With: Asset Protection, divorce protection, remarriage protection, special needs, tax cuts and jobs act, taxes

Special Accounts for People with Special Needs

October 1, 2018 by Brandon McGee

ABLE accounts provide tax benefits and flexibility to disabled people. ABLE accounts are available to those disabled before age 26. Read on to learn more about ABLE accounts and how they can be used with a Special Needs Trust for maximum advantage. Special Accounts for People with Special Needs … [Read more...] about Special Accounts for People with Special Needs

Filed Under: Estate Planning, Legal Education Tagged With: 529A, ABLE account, disability, special needs

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Client Review
May 25, 2021
    

Brandon McGee is knowledgeable, experienced and professional regarding Estate Planning. The entire process of multiple meetings to establish our input, draft and sign documents and fund the Trust were well organized and clearly explained. At completion, we were presented with a very well organized binder with the documents (both paper and electronic) and lists for future action.  In short, we find Brandon McGee and his staff to be competent, professional and friendly. ~ Brian C.

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