skip to Main Content
Midway, PA (724) 796-3040 Erie, PA (814) 315-0123 Franklin, PA (814) 209-4699

Special Needs Children and Life Insurance Policies

When you have a special needs child in your family, you may want to consider purchasing life insurance to address the possibility of outliving your child. Alternatively, parents may use a life insurance policy in a trust as part of their…

Read more

Special Needs Children as Beneficiaries in Trusts and IRAs

Protecting the needs-based government benefits of a child with special needs requires careful planning. It is also important to protect those assets against later claims after your death and, in some cases, during your lifetime, for additional available public benefits…

Read more

Remember These Tips When Special Needs Planning

You should carefully plan for the future of a loved one with special needs as it is one of the most important things you can do to protect their lives. This article offers tips you can employ in your planning process…

Read more

Naming a Special Needs Child as a Beneficiary

Protecting a child's need-based government benefits requires careful planning when leaving assets to them.  It is also important to protect those assets against later claims after your death and, in some cases, during your lifetime, for additional available public benefits…

Read more

Children with Special Needs – Lifetime Money Management

The estate planning of children with special needs presents a unique challenge. Optimizing your estate to use, enhance, and enrich assets for your special needs child while maintaining their enrollment in public benefits programs requires careful planning. An estate planning…

Read more
Back To Top