Planning for Children with Special Needs Part III – The Third Party Special Needs Trust

Disclaimer: You should always check with your financial or legal professional before estate or financial planning especially when dealing with as sensitive and advanced subject such as Children with Special Needs. This is the Third Part of a multi-post series on planning for children with special needs. Part I – Introduction Part II – Letter

Happy Easter

I have mentioned at some point that while I am not really super religious, I am Greek Orthodox and Today is Greek Easter! I have to have at least ONE Greek reader so I figured I’d say Happy Easter and Christos Anesti! Why is Greek Orthodox Easter a Different Date than Western Christian Religions (Roman

Planning for Children with Special Needs – Part II Letter of Intent

Disclaimer: You should always check with your financial or legal professional before estate or financial planning especially when dealing with as sensitive and advanced subject such as Children with Special Needs. This is the Second Part of a multi-post series on planning for children with special needs. Part 1 – Introduction Step One Create a

Planning for Children with Special Needs – Part I Introduction

Disclaimer: You should always check with your financial or legal professional before estate or financial planning especially when dealing with as sensitive and advanced subject such as Children with Special Needs. I have no idea the reason, but I love estate planning and I hope that enthusiasm comes through on this blog.  There is something

A Couple of Carnivals and a Fun Movie Trailer about Beer

I participated in two carnivals recently and wanted to highlight them for all to read: Don’t Mess with Taxes hosted the 52nd Tax Carnival and chose my “Tax Mechanics of an Intra-Family Loan” Post.  Great Carnival with a lot of articles ranging from How to file for a Tax Extension to the sound advice that you