Blog

First-Party Versus Third-Party Special Needs Trusts

First-Party Versus Third-Party Special Needs Trusts

Planning for the long-term care and financial stability of a loved one with disabilities often carries deep emotional weight. You want to know they’ll have access to meaningful opportunities, supportive care, and financial resources even when you’re no longer able to provide direct assistance.

Little girl with down syndrome hugging her guardian

What Are the Duties and Responsibilities of a Guardian Advocate?

What Are the Duties and Responsibilities of a Guardian Advocate?

Stepping into a caregiving position for a loved one can bring both honor and emotional weight. When someone you care about needs help managing daily decisions or protecting their well-being, you may feel a deep sense of responsibility.

Senior women hugging her guardian

Can You Use Trusts to Protect Assets From Creditors?

Can You Use Trusts to Protect Assets From Creditors?

Financial security often represents years of hard work, sacrifice, and careful planning. The thought of losing what you’ve built due to creditor claims can feel deeply unsettling. Whether you’re facing business liabilities, personal debt concerns, or simply planning ahead, it’s natural to want safeguards in place.

Senior man consulting with attorney for estate planning

Coordinating Government Benefits With Special Needs Planning

Coordinating Government Benefits With Special Needs Planning

Planning for a loved one with special needs can feel overwhelming at times. From medical care to daily living expenses, families often carry the weight of making sure that every detail is accounted for.

Loving Parents Embracing Their Child with Special Needs

How Do You Start an Estate Plan With Limited Assets?

How Do You Start an Estate Plan With Limited Assets?

Planning for the future can feel overwhelming, especially when your resources are limited. Many people think estate planning is only for those with significant wealth, but that’s far from the truth. Everyone benefits from having a plan that protects loved ones, clarifies wishes, and lays out how assets should be managed.

Senior couple consulting with professional for estate planning

How to Revoke or Change a Power of Attorney

How to Revoke or Change a Power of Attorney

Making decisions about who can act on your behalf can be emotionally challenging. Sometimes, circumstances change, and the person you initially trusted with a power of attorney may no longer be the right choice.

Power of Attorney file and gavel on table

When It’s Time to Update Your Will

When It’s Time to Update Your Will

Life changes in ways we sometimes don’t anticipate. During these transitions, it can feel overwhelming to think about estate planning, but keeping your will current is one of the most important steps to protect your loved ones and your legacy. Making sure your wishes are documented offers peace of mind and reduces stress for family members during difficult times.

Close-up of an old man's hand updating last will

Exploring Alternatives to Guardianship

Exploring Alternatives to Guardianship

Facing the possibility of a guardianship can be overwhelming for families. For many, guardianship may feel like the only option, but there are alternatives that can provide support while maintaining autonomy and dignity for your loved one. Taking the time to explore these options can give families peace of mind and a clearer path forward.

Female expressing care towards an elderly lady

Everything You Need To Know About the Three Types of Probate in Florida

Everything You Need To Know About the Three Types of Probate in Florida

Grieving the loss of a loved one is never easy.


What Is a Lady Bird Deed or an Enhanced Life Estate Deed in Miami, Florida?

What Is a Lady Bird Deed or an Enhanced Life Estate Deed in Miami, Florida?

Have you been looking for a way to leave your home to loved ones without giving up control while you're still living in it?