by Ali Aderholdt | May 19, 2025 | Caregiver, Estate Planning, Uncategorized
Planning for the financial future of a loved one with special needs requires careful consideration and specialized tools. One such tool is a special needs trust. How It Works: Purpose: A special needs trust holds and manages assets for the benefit of a person with a... 
by Ali Aderholdt | Apr 4, 2023 | Caregiver
Were you aware that National Autism Awareness Month is in the month of April? Do you have the responsibility of a loved one with autism? Planning for this autistic person’s future is important and needs to begin with careful planning. Even though the specific... 
by Ali Aderholdt | Mar 7, 2023 | Estate Planning
Do you have a disabled loved one? Did you know that since 1987, March has been recognized as Developmental Disabilities Awareness Month? During the month of March there is a national focus on individuals with developmental disabilities and the need to provide the... 
by Ali Aderholdt | Oct 18, 2022 | Estate Planning
Are you the parent of a child with Down syndrome? We know you are busy as a parent, caregiver, advocate, decision maker, champion, friend and fiduciary, just to name a few of your roles. That being said, what would happen if you were no longer here? What would happen...
