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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