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EQUITY e-newsletter: March 2008
Up one levelBeyond the Special Needs Trust: Estate Planning and Providing for a Child with a Disability
EQUITY Feature Article
Even people with disabilities need to think about estate planning. Evan Krame, an estate and trust attorney, discusses special needs trusts and the importance of planning for your financial future.
EQUITY Special Section: Things you need to know about the 2008 stimulus payment
In order to receive a 2008 stimulus payment, you must file a 2007 Federal tax return. Even so, SSI income is NOT considered qualified income to receive this year's payment. Read on to find out more information.
EQUITY Program of the Month
Shared Horizons Pooled Special Needs Trust: bringing professional, affordable trust administration to individuals with disabilities.
EQUITY Profile of the Month
When James Sanders learned that he would be receiving a sizeable judicial award, he knew that he would have to do something with the proceeds to retain his benefits.
EQUITY Tip of the Month
Access to Assets sat down with Attorney Ron M. Landsman to discuss some of the things to consider when hiring an attorney.