Showing posts with label Trust. Show all posts
Showing posts with label Trust. Show all posts

Friday, April 17, 2015

Third Party Supplement Needs Trust And More

Tune in tomorrow at 11:30 a.m. to 101.5 WORD-FM to hear Michele Conti continue her discussion from last week about why it is important to be proactive in your planning strategies for a disabled loved one. Michele will discuss the differences between a Third Party Supplement Needs Trust, a Payback Special Needs Trust, and a Pooled Special Needs Trust.

Friday, August 1, 2014

Radio Show - Wills & Trusts

Tune in tomorrow at 11:30 a.m. to 101.5 WORD-FM.  Michele Conti will discuss the difference between a will and a trust along with how each can assist with your estate planning needs. She will also review the importance of naming a guardian as well as how and why to contest a will.