Author Archives: Kara Daley

12:15, December 5, 2017 “Top Ten Estate Planning Mistakes to Avoid” 12:15, December 12, 2017 “Trust v. Will – Pros and Cons” 12:15, December 19, 2017 “Incapacity Planning – Taking charge before its too late” All classes are located at … Continue reading →

Have you heard the terms “special” needs trust and “supplemental” needs trust and wondered what the difference is? The short answer is that there’s no difference. Here’s the long answer: When the field of special needs planning began more than two decades … Continue reading →

ABLE (Achieving a Better Life Experience Act of 2014) accounts allow people with disabilities or their families to establish tax-free savings accounts.  These accounts won’t affect their ability to qualify for, or remain on, government assistance as long as the account … Continue reading →

Please accept our sympathy even as we recognize your need for plan language. Although this is a difficult time, it is mom’s last chance to straighten out her affairs and there are some things that she may need to do. … Continue reading →

Have you seen, “Manchester by the Sea?” This sad, cinematic depiction of a father’s death, highlights the need for parents to plan, realistically for their minor children. In the film, the father presumes his brother will act as guardian and … Continue reading →