» Special Needs Planning

Disabled Man in Wheelchair with Son on Lap

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
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Piggy Bank Under Glass - Third-Party Discretionary Trust

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
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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
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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
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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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Ted is an expert in estate planning and business planning. I first met Ted through the Ohio Forum of Estate Planners. In addition, I have known Ted for many years through our affiliation in WealthCounsel, LLC. I know that Ted is a talented leader in… Read More
– Lynn Richardson, WealthCounsel, LLC

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