Entries by goff

Special Needs Trusts 101 – A Tool For Protecting Those With Disabilities

In general, a trust is created when property or assets are managed by a person or firm for another person’s benefit. The person or entity who manages the trust is known as the “trustee” and is entrusted with the responsibility of making decisions in the best interest of the person who benefits from the trust, […]

Financial Benefits for Veterans and their Survivors

If you are a veteran, or if you are caring for one, it is important that you understand the many veterans’ benefits programs available through the Department of Veterans Affairs (VA). Financial support is often available to a a veteran, his or her spouse, veteran’s or their survivors based on the veteran’s current age, physical […]

Trump Signs Law Encouraging Reporting of Financial Elder Abuse

Financial elder abuse is a growing problem in our country. Financial institutions are often the first to witness elderly clients making unusual transactions that may be linked to a scam. Accordingly, on May 24, 2018, President Trump signed the Economic Growth, Regulatory Relief, and Consumer Protection Act into law . That act contains a section […]