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Educational and Market Insights

|Educational and Market Insights
Educational and Market Insights2019-05-28T17:13:55+00:00

Financial Planning for a Loved one with Special Needs

As a former in-home therapist of children with Autism Spectrum Disorder (ASD), I will always cherish the many heartwarming moments with the children, the challenges we worked together to overcome, and the families who welcomed me into their homes as though I always belonged.

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I’ve been named as the executor for my parents. What does that mean?

Your parents are updating their wills and possibly their trust documents, and they ask you a huge question: “Will you be the executor of our estate?” You may be honored and flattered that they trust you enough to give you that responsibility, but you may also be petrified because you do not know what it entails, and it sounds like it could be too much responsibility.

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