Keep in mind that there's no one-size fits-all solution for a special-needs situation. You will need the coordinated expertise of health professionals, a fee-only financial planner, estate-planning attorney, accountant or tax preparer, and possibly an insurance agent.
Reason Financial Advisors' president Patrick L. Doland is quoted in a Chicago Tribune article on estate planning.
Steven M. Cloh, an attorney with the law firm of Padgitt, Padgitt & Peppey, Ltd in Winnetka will be the guest this month on the cable access show Financial Solutions
During 2001, Congress has been busily at work on a number of issues including tax reduction. CPA's and tax lawyers are now busily analyzing and opining about what we did or did not receive.
Although the estate tax drives a significant amount of estate planning in this country, Peppey will show there are also many good non-tax reasons for setting up a plan.
Anyone who has tried to figure out the amount required to be withdrawn from, let's say, an IRA, knows the multitude of decisions that need to be decided.
With the drama of the election over and the Bush administration falling into place, the subject of tax reform is once again merrily bubbling away. Though its priority seems to shift from day-to-day, tax reform seems to have some degree of staying power. This month's program will focus on the subject of gifting, both to family members and charities, and its advisability in this time of uncertainty.
Many of his cases have defined Illinois law with regard to residency, psychotherapy as a related service, residential placement, retroactive reimbursement, parents' rights and a host of other issues.