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Estate Planning & Charitable Giving

Family walking together
College Planning
Estate Planning & Charitable Giving
December 30, 20200Comments

Giving to Loved Ones During the Holiday Season

The holidays are a time for giving gifts to those we love.  For our grown children and loved ones to whom we would like to provide substantial financial gifts, what is
by Aaron Gilliam
CMP Financial Planning
DDS Financial Insights
Estate Planning & Charitable Giving
Special Needs/Disability Planning
October 29, 20180Comments

Creating a Special Needs Financial Plan

Creating a special needs financial plan involves putting together two plans: one for the parent and one for the child with a disability. Because the combined financial plans take into
by Aaron Gilliam
CMP Financial Planning
DDS Financial Insights
Estate Planning & Charitable Giving
Retirement Income Planning
Special Needs/Disability Planning
September 17, 20180Comments

Planning for the Housing Needs of Your Child With a Disability

By Barry Jamieson Planning for the Housing Needs of Your Child With a Disability The current and future housing needs of a child with a disability are of particular concern to special
by Aaron Gilliam
CMP Financial Planning
Estate Planning & Charitable Giving
Retirement Income Planning
Special Needs/Disability Planning
August 13, 20180Comments

Do Roth Accounts Makes Sense for Special Needs Families?

Barry Jamieson,  CFP®, MA Since their inception, Roth accounts have been a great saving vehicle for families planning for their retirement. This saving tool has also been a nice way for
by Aaron Gilliam
CMP Financial Planning
Estate Planning & Charitable Giving
Special Needs/Disability Planning
July 6, 20170Comments

Choosing a Corporate Trustee

  For many parents choosing someone to look after their child with a disability is the most difficult part of their estate planning process. The chosen person must not only be
by Aaron Gilliam
CMP Financial Planning
Estate Planning & Charitable Giving
Special Needs/Disability Planning
July 6, 20170Comments

Purchasing a Home For Your Family Member with Special Needs

  As their child with a disability reaches adulthood, families give increased thought to their child’s housing needs.   Many families want to promote the maximum independence of their child while others
by Aaron Gilliam
CMP Financial Planning
Estate Planning & Charitable Giving
April 23, 20120Comments

Gifting: A Win-Win Proposition

A Win-Win Proposition Did you know that there’s a wealth-transfer technique you can use to reduce your taxable estate and keep more of your assets for your heirs? You can make
by Aaron Gilliam

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