Category Archives for "Special Needs Planning"

Apr 08

6 Questions to Consider When Selecting Beneficiaries For Your Life Insurance Policy—Part 2

By John K. Hilton

Selecting a beneficiary for your life insurance policy sounds pretty straightforward. But given all of the options available and the potential for unforeseen problems, it can be a more complicated decision than you might imagine. For instance, when purchasing a life insurance policy, your primary goal is most likely to make the named beneficiary’s life better […]

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Jul 23

Before Agreeing to Serve as Trustee, Carefully Consider the Duties and Obligations Involved – Part 2

By John K. Hilton

Being asked to serve as trustee can be a huge honor—but it’s also a major responsibility. Indeed, the job entails a wide array of complex duties, and trustees are both ethically and legally required to effectively execute those functions or face significant liability. To this end, you should thoroughly understand exactly what your role as trustee […]

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