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Brian Cotroneo
Oct 15, 20243 min read
Making Year-End Gifts to Special Needs Family Members
The end of the year is approaching quickly; now is the time to plan your year end gifts in support of special needs family members.

Brian Cotroneo
Jul 2, 20243 min read
The Necessity of Special Needs Planning
If you are the parent, grandparent, or caregiver of an individual with special needs, you have probably asked yourself how to prepare for...

Matthew Johnson
Jun 25, 20243 min read
Does Your Child's Special Needs Trust Need a Tune Up? Probably.
Remember how satisfying it was setting up a trust for your child with special needs? You named a trustee and a successor trustee, signed...

Brian Cotroneo
Jun 18, 20243 min read
What to Do When Your Child Turns 18
The financial planning steps a family takes when their child turns 18 establish the foundation for the child's support and well-being for...

Matthew Johnson
Jun 10, 20242 min read
Housing Considerations for your Child with Special Needs
Affordable, safe housing is one of the most crucial aspects of a person’s life, especially if that person has a disability. Parents and...

Brian Cotroneo
Jun 3, 20243 min read
Special Needs Plan Do It Yourself (DIY) Disaster
In every presentation and conversation regarding special needs planning there is always one piece of advice that we provide: DO NOT...

Matthew Johnson
May 27, 20243 min read
ABLE Accounts vs. Special Needs Trusts: Why Not Have It All?
If you have a child with disabilities, it is crucial to set money aside for the child’s future. At the same time, you need to consider yo...
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