Kevin Donovan Kevin Donovan

Navigating the Journey of Special Needs Trusts: Providing Financial Support and Peace of Mind

Special needs trusts allow families to provide financial support for a loved one with a disability without affecting their eligibility for government aid programs. The blog discusses the different types of trusts, the CARe act, the importance of proper planning and distribution management, taxation, and planning for the future. Families are encouraged to explore the possibilities and seek professional guidance to ensure their loved one's long-term financial security.

Read More
Kevin Donovan Kevin Donovan

The High Cost of Neglecting Estate Planning: A Cautionary Tale

Dealing with the estate of a loved one who has passed away is never an easy process, but it can be even more complicated when they did not have a proper estate plan in place. Unfortunately, this is a common scenario, and families often end up facing a range of challenges that can prevent the wealth from efficiently going to the next generation.

Read More
Kevin Donovan Kevin Donovan

Gun ownership and Gun Trusts

A gun trust is a legal document that provides a way for firearms to be managed and transferred to beneficiaries after the death of the owner. In this post, we will explain what a gun trust is, why someone should consider having one, and what can happen without one.

Read More