» Special Needs Planning

What is a STABLE Account for Disabled Beneficiaries?

If you have a loved one with a disability, you are aware of the unique financial issues that go along with planning for the well-being of someone with special needs. On one hand, many people with special needs or a disability are unable to become sel… Read More

Third-Party Discretionary Trusts

There are many types of trusts, and they can be used to serve a variety of purposes: avoiding probate, minimizing taxes, protecting assets from creditors, providing for loved ones, and more. Your goal in creating a trust, and your circumstances, dict… Read More

What Is a Special Needs Trust?

If you want to leave money or property to a disabled child or loved one, you face several practical challenges. For instance, in passing along assets, you could jeopardize his or her Supplemental Security Income (SSI) and Medicaid benefits. For the m… Read More

Tips For Setting Up a Supplemental Needs Trust

Working with a special needs lawyer is the best way to ensure you’re setting your loved one up to be cared for when you’re no longer able to do so yourself. Read More

Establishing a Special Needs Trust for Dayton and Ohio Residents with Special Care Needs

A Special Needs Trust for a Dayton or Ohio resident with special care needs is an excellent way to ensure that person’s needs continue to be met for the rest of their life. A Special Needs Trust (SNT) is designed to accomplish two important goal… Read More

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When I decided it was time to do estate planning, my financial advisor recommended Ted Gudorf.  I could not be more pleased with the experience and result.  Ted is obviously very knowledgeable and took the time to thoroughly understand my finances,… Read More
– Melody Weil, Owner

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