Disability Planning

High Deductible Health Plan? How Your Health Savings Account (HSA) Works with Your Estate Plan

Posted on: January 29th, 2018
If you’re enrolled in a qualified high-deductible health plan (HDHP), you must consider how your health savings account (HSA) fits into your estate plan—especially to make sure that any hard-earned money left in your HSA when you die goes where you want it....

The Emotional Nature of Estate Planning

Posted on: August 10th, 2017
When you hear the phrase “estate plan,” you might first think about paperwork. Or your mind might land on some of the uncomfortable topics that estate planning confronts head-on: end-of-life decisions, incapacity, and your family’s legacy from generation to generation. Those subjects hit home for everyone....

Incorporating proper incapacity or disability planning into your Estate Plan

Posted on: June 22nd, 2015
No one ever plans to become disabled. Disability doesn't just happen to the elderly or those who pursue risky and dangerous hobbies. Motor vehicle accidents, work-related injuries, and otherwise common illnesses render many individuals disabled or 'incapacitated' every year....
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