Protect vulnerable loved ones with Special Needs Trusts

If you want to leave money or property to a loved one with a disability, you must plan carefully. Otherwise, you could jeopardize your loved one’s ability to receive Supplemental Security Income (SSI) and Medicaid benefits. By setting up a “special needs trust” in your will, you can avoid...

Using Trusts to Protect Retirement Funds You Want to Pass To Loved Ones

One of the many benefits of holding money in retirement accounts like IRA accounts or employer sponsored retirement plans, such as 401(k)s and 403(b)s) is that these funds are generally protected from creditors, even if the account owners declare bankruptcy. But what about if those retirement assets are part...
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Kevin Quinn – A Trustee to Fit Your Needs

Kevin Quinn is a trusted, professional trustee who can manage your trust and help you to meet the goals of your trust for you and your beneficiaries.

What is a Trustee?

A Trustee is a person without emotional ties to an estate who is entrusted to make decisions for the estate based on the goals set forth by the trust creator/estate owner.

When Should You Engage a Trustee?

Perhaps you feel overwhelmed by the responsibilities or you want to avoid conflict between family members that can arise when one is chosen to be the trustee. Or perhaps you want to avoid losing your family attorney(s) and financial advisor(s), which can happen if you engage the services of a corporate trustee.  In each case a Trustee, personally selected and engaged to manage your trust for you and your beneficiaries, is the answer to your trust management needs.