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Special Needs Trust: How Will it Help Parents?

| by Brendan King, Special Needs & Disability Planning

by Brendan J. King Parents of a special needs child face life-long challenges for their child, their families and themselves. Among those challenges, they are confronted with: Learning and understanding as much as they can about the disability and how to best manage ...

Achieving a Better Life Experience (ABLE) Act of 2014 Now Law: What it means to disabled individuals and their families

| by Brendan King, Special Needs & Disability Planning

Brendan J. King The ABLE Act, aka Achieving a Better Life Experience Act, introduced in the 113th Congress by a bipartisan group of Congressional leaders, was signed into law by the President on December 19, 2014. The law amends a section of the tax code allowing for...

Ignoring Special Needs Planning Puts Your Loved One at Risk

| by Brendan King, Special Needs & Disability Planning

Brendan J. King The daily challenges of parenting a special needs child can be significant.  Yet parents of special needs children must take the time to give serious consideration to key issues involving their child’s future, such as: Who will care and advocate for...

What Exactly is Asset Titling, and Why Does it Matter?

| by Brendan King, Estate Planning

By Brendan J. King Today, trusts are used in the estate planning process for many individuals to fully protect their financial assets. Trusts can protect against many common lifetime threats including lawsuits, creditor problems, failed business ventures, bankruptcy,...

Asset Protection: A Crucial Component of a Business Owner’s Estate Plan

| Asset Protection, Business and Corporate Planning, by Brendan King

By Brendan King If you own a business, your estate plan should have an asset protection component since ownership of that business presents special creditor concerns for you. Sadly, many owners of thriving businesses fail to adequately protect their most important...

Asset Protection: Protecting and Preserving Your Assets from Third Parties

| Asset Protection, by Brendan King, Estate Planning

By Brendan King & Linda Cammuso The term asset protection often conjures up images of Swiss bank accounts or hiding assets in someone else’s name. In reality, asset protection bears little resemblance to the stereotypical notions that capture the imagination. At...

10 Estate Planning Mistakes that People Make

| by Brendan King, Estate Planning

Post by Brendan King If you, or anyone you know, have misconceptions about estate planning, be sure to catch 10 Estate Planning Mistakes that People Make that was aired on Money Matters Radio. If you needed a stent, you would go to a heart specialist rather than to a...

Do My Assets Tie Into My Estate Plan? The Importance of Asset Titling

| by Brendan King, Estate Planning, Uncategorized

Post by Brendan King The importance of getting your assets in line for estate planning and asset protection is discussed in a Money Matters Radio broadcast Do My Assets Tie Into My Estate Plan? The Importance of Asset Titling. In this broadcast, Brendan and June...

Charitable Giving… a Lasting Legacy

| by Brendan King, Charitable Giving, Estate Planning

By Brendan J. King Estate planning provides a lasting opportunity to invest in the future and well-being of your loved ones. A thoughtfully-structured estate plan also provides the chance for your life to make a difference in the lives of others through charitable...

The 2010 Tax Relief Act and Estate Planning Implications

| by Brendan King, Estate and Trust Administration, Estate Planning

By Brendan King March 28, 2011 On December 17, 2010, President Obama signed into law the Tax Relief, Unemployment Insurance and Job Creation Act of 2010. The law introduces significant changes to the federal transfer tax exemptions and rates that impact estate...

Yes! You Can Get Homestead Protection even if Your Home is in Trust: Sweeping Revisions to the Massachusetts Homestead Act Give Homeowners Expanded Protection

| by Brendan King, Estate Planning

Brendan J. King, Esq. December 29, 2010 Until now, Massachusetts homeowners had to choose between homestead protection – which safeguards the equity in one’s home from attachment by general creditors – or the benefits of owning their home in a trust. That changed on...
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Recent Posts

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