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Derek Stone


There seems to be some misunderstanding about this website and the financial tool it contains.  I have heard a number of folks quickly say they are not interested because they already have “someone” managing their money for them.  Well, if I may, I would like to try and clear up some of the confusion.Read More »Confusion

One Location

The Life Plan Binder is a tool to help a family organize the personal, legal and financial information on a Special Needs loved one into one simple location. It’s an opportunity to put it all together and gain control of the future of your loved one.Read More »One Location

Special Needs Trust Review

It is a good idea to have a professional trustee review your Special Needs Trust document. If you have just created a Trust or need your existing Trust reviewed, a professional trustee can provide you a review from a Corporate Trustees perspective. Although they are NOT attorneys and will NOT provide legal advice, a professional trustee works with (and lives with) the instructions contained in a Trust document every day. In essence, they are able to provide you details on how the Trust language reads from an administrative point of view, utilizing their trustee expertise.Read More »Special Needs Trust Review