Tips on Planning
Here are a few quick tips to help you with your planning for a Special Needs loved one. This is a short and simple list,… Read More »Tips on Planning
Special Needs Planning
Special Needs Planning – planning for a Special Needs loved one in your life.
Building a Life Plan
What is a Life Plan and do you need to build one for the Special Needs person in your life? The answers to these two… Read More »Building a Life Plan
Step-by-step Life Plan Building
You have a Special Needs loved one in your life and you’ve briefly thought about what may happen to them in the future if you… Read More »Step-by-step Life Plan Building
Special Needs Trust Distributions
A Special Needs Trust document will provide a trustee specific instructions in providing for the beneficiary. Generally, the trustee has sole discretion in making distributions… Read More »Special Needs Trust Distributions
Should you be the trustee?
A common question that arises concerning a Special Needs Trust is: “Should a family member be the trustee (or the successor trustee) for the trust”? This is a great question with a simple “yes” or “no” answer.Read More »Should you be the trustee?
Confusion
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
Happy Holidays from Golden Financial Services!
From our family to yours, we would like to extend warm wishes for a Happy and Healthy Holiday Season. 2010 has been an exceptional year and we are certainly looking forward to a joyful and exciting 2011. Read More »Happy Holidays from Golden Financial Services!
Top 10 Reasons to Organize
Organization in any part of your life is key to becoming a happier person and leading a less stressful life. Organizing for the benefit of a Special Needs individual is paramount.
Here are the top ten reasons you should organize with a Life Plan Binder today.Read More »Top 10 Reasons to Organize
Create an Effective Plan
It takes special planning to accommodate the unique needs of a disabled individual for their lifetime, regardless of the situation. Accordingly, a perfectly developed plan will include a good team, the right legal documents, and the proper funding.Read More »Create an Effective Plan