Knowledge is meant to be shared, not sheltered.

Special Needs Planning Series

Third Party Special Needs Trusts are an excellent planning tool to hold an inheritance for the benefit of someone with a disability. Here are 4 things to know about Third Party Special Needs Trusts.

Special Needs Trusts can be confusing. Let's simplify. Here are 4 Things to Know About First Party Special Needs Trusts.

Wondering if you or a loved one might benefit from a special needs trust? This video gives my top 3 reasons that an individual would benefit from establishing a special needs trust.

Estate Planning Series

Learn about the 3 Basic Estate Planning documents.

Interviews

Check out my interview with Kenneth Huffine, of Long View Wealth Management.

Full Length Presentations

This presentation is tailored to individuals with disabilities (18+) who are seeking to learn about Supported Decision-Making and whether it is right for them.

Supported Decision-Making is a decision making tool for individuals with disabilities. Watch my presentation with PATH Parent-to-Parent Family Voices of CT to learn all about this planning tool.

Check out my presentation for Let’s Be Social 101 on legal planning for individuals with disabilities.