Estate Planning

Old Advice Dies Hard; the Myth of Disinheritance

Because we inherently respect wisdom from our elders, we often don’t question their advice even if the conditions have changed.   The recommendation to disinherit a special needs child from their parent’s estate is emblematic of why old advice dies hard and why what is common may no longer be relevant.  It is worth our time to identify what has changed.

The Journey of Special Needs Families: From Birth to Three

There are several distinct phases families with a special needs child will transit throughout their lifetime.  The first being the birth of their child until that child qualifies for school age services at 3 years of age.  If you are new to Special Needs parenting, this will serve as a primer on many of the areas you should further explore. 

The Criticality of a Letter of Intent

This post has moved to our new site. Please follow this link to read.  Thankyou!   About the Author David Fulton is a Colorado Springs, CO fee-only financial planner providing Hourly and On-Going Financial Planning and Investment Management. While he works with a broad range… Read More ›