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2 Entries tagged with “Incapacity Planning”

Incapacity Planning – It’s All in the Details

Incapacity Planning, Revocable Living Trust Estate Planning,

by Matthew T. McClintock, JD | VP of Legal Education, WealthCounsel A client who experiences a critically disabling event has to navigate and manage many obstacles, both physical and emotional...

The ABLE Act Explained

Special Needs Trusts, Incapacity Planning Disability Planning, ABLE Act,

On December 19, 2014, the U.S. Congress signed the Achieve A Better Life Experience (ABLE) Act into law. This enables people with disabilities to set up tax-free savings accounts to...

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