The Horizon

What You Need To Know About 2 Special Needs Trusts

Mar 29, 2017
If you have ever planned for an important event in the future like a birthday, vacation, or wedding, then you know there are plenty of things that can go right, and plenty that can go...

Protecting Your Family’s Wealth With A Special Needs Trust

Mar 22, 2017
When we think about planning for the future, we usually think about what we are going to have for dinner, or what we are going to do this weekend.  In some cases, certain individuals think...

Tax Planning for Special Needs Families

Mar 15, 2017
Special Needs Planning involves many layers, one of which is managing the finances of those with special needs.  A guardian of the estate, power of attorney for financial management, or trustee of a special needs...

4 Documents Every Special Needs Child Should Have…

Mar 8, 2017
Innocence is a precious trait.  Found in young children untainted by the world’s influence, childhood innocence is a reminder of ambitions, life goals, and imagination.  When we age and interact with the world, we form...

The Special Needs Team – Who Should Be Included?

Mar 1, 2017
Special Needs planning can be an intense process that requires the coordination of multiple individuals to work together.  In many cases the ‘Special Needs Team’ is considered to be family, friends, the special needs counselor,...

Is Long Term Care Insurance Right For You?

Feb 22, 2017
How many of you have actually thought about your final years?  If you are like most people, then you probably haven’t.  It’s understandable; you are juggling so many things that your focus is probably on...

What To Consider When Building A Senior Care Team

Feb 15, 2017
For decades you have lived an amazing life.  You have seen so many memorable things, and arguably, participated in writing history.  You have lived a life that only others your age can truly appreciate, and...

Is It Time To Downsize To A 55+ Community?

By: HRWM
Feb 8, 2017
As the saying goes, where did the time go? Isn’t it funny that when we were freshman in High School we couldn’t wait to be Seniors’.  Then in college we strived to make it to...

Parent Care – It’s Time To Have The Talk

Feb 1, 2017
Asking you to plan for your future is pretty hard.  There are esoteric goals to outline, numbers to crunch, and a few headaches to look forward to.  Planning for the future is probably one of...

Life After Divorce: Who Should Help You Plan For Your Future?

By: HRWM
Jan 25, 2017
Life after divorce can come with many challenges.  Once the papers have been signed and the dust has settled, it is time to begin moving forward both personally and financially.  In our previous article we...

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