by Diane S. Kotkin | Apr 17, 2025 | Family Law, Insights
For those with a special needs child or grandchild, taking steps to ensure they have a safe, happy, and healthy future is even more important due to the additional hurdles they may face. To help provide a prosperous future for your special needs child or grandchild,...
by Diane S. Kotkin | May 29, 2025 | Insights, Trusts and Estates
As poet Robert Burns mused centuries ago, the best-laid plans of mice and men often go awry. Despite thoughtful effort and a concerted strategy, you cannot prepare for every emergency in life. A car accident, sudden illness, workplace injury, or chronic medical...
by Diane S. Kotkin | Sep 29, 2022 | Insights
I was speaking at a seminar recently when the topic of retiring to another state was brought up. The participant wanted to retire to a sunnier and warmer climate but questioned whether his estate planning documents needed to be updated. Believe it or not, this is a...
by Diane S. Kotkin | Aug 14, 2023 | Insights
For parents, saving for their child’s college education is always a concern. A 529 education savings account has been a popular vehicle to invest funds and enjoy tax benefits when used to pay for qualified education expenses for a designated beneficiary. But what...
by Diane S. Kotkin | Nov 8, 2023 | Insights
Q: My son has autism and is dependent on SSI. I would like him to inherit my estate but do not want to jeopardize any government benefits he may be entitled to in the future. What can I do? Parents of children with special needs are aware of the importance of...
