If you’re an employer, a parent, or both, then it will come as no surprise to you that Millennials are a little different than previous generations. Most don’t prioritize the same traditional values as your generation, or those of their parents and grandparents. The stereotypical Millennial is tech savvy, entrepreneurial, and socially conscious. On the downside, many people… Read More »
In modern parlance, a “trust” has the connotation of extreme wealth, of an upper-crust legal refinement that most people in the middle-class wouldn’t be able to enjoy. But in reality, a legal trust is a powerful tool available to any one of us that truly wants to set one up. The only question remaining is: why set up… Read More »
Any trust, in effect, is a written agreement between the grantor and the trustee on how the trustee will manage funds contributed by the grantor on behalf of the beneficiary. A special needs trust adds complications to this arrangement because the beneficiary often cannot guide the trustee on her needs and the trustee may have to be careful… Read More »