If you’re approaching the conclusion of your lawsuit, you have probably heard you might need to set up a Medicare set-aside (MSA) to protect your Medicare benefits. An MSA is an amount of money you, your attorney, and a settlement planning expert determines will show…
Many of our clients have dealt with the loss of a loved one after an accident or other unexpected situation. The grief that ensues is painful for anyone to handle, and sharing the news with a special needs child can add to the difficulty. Will…
Most Americans have heard about the Equifax cybersecurity breach this summer that affected some 143 million Americans when hackers accessed victims’ full names, Social Security numbers, birth dates, addresses and some driver’s license numbers. However, a new poll explains that many still have not increased…
When we assist families with planning for their children’s financial futures, we at Milestone Consulting build relationships that last for years and for lifetimes. As a result, our team witnesses the ups and downs many of our clients experience in other areas of their lives.…
If your child with special needs is approaching preschool age, you’ve likely begun gathering information about the next steps for his or her education: developing an education plan, finding available programs in your area, and figuring out the best route for your child. Individualized Education…
In this tech-savvy era, our clients at Milestone Consulting and our wealth management clients at Monolith Advisors are increasingly expressing their concerns about the security of their financial data. High-profile security hacks like the recent Equifax breach are even more of a reason to check…
At Milestone Consulting, our team has helped hundreds of families, many of whom have both a child with special needs and a typically-developing child. We know that while parents plan tirelessly and work every day to provide their special needs child with the best quality…
Last week, we published a post about the dangers of scams legal funding companies like The Bairs Foundation face. We were moved to tell a story about a recent encounter in which an attorney was contacted by a man who was allegedly hit by a…
Judgments? If I were a trial lawyer, that may sound like a wonderful thing. Payment, collection, winning. Well, if you’re a trial lawyer practicing in New York, or are trying to perfect a verdict from out of state, these words can often elicit descriptions like…
Last week, I explained that special needs trusts are frequently associated with fees as high as three percent. However, a properly designed special needs trust should cost no more than 1.25 percent per year — almost a third as much as the norm. The infographic below…