Special Needs Trust Annual Budget

In planning for your loved one’s future (or if you are already administering a trust as the trustee), one of the critical steps you need to take is calculating how much the beneficiary can spend per year (or per month) for a given trust value. ¬†Based on the current value (or your estimated trust value based on what you plan to leave the trust when you are no longer around), you can make a few simple calculations. Read more

Guardianship and Conservatorship

A quick summary of what they are and who they are for?

Guardianship is an appointment by a court that gives a person (or agency) the decision making authority and responsibility for another adult who is unable to make these decisions on their own.

Conservatorship is an appointment by a court that gives a person (or agency) the decision making authority to manage financial and property matters for another person who is unable to make these decisions on their own.

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