Tag Archives: Aubrey Lerner

Planning for Disabled Beneficiaries

Author – Aubrey E. Lerner If you have a disabled beneficiary in your life, you should consider these planning options: 1) Special Needs Trust Any person with a disability can benefit from a special needs trust (also called a supplemental needs trust). A special needs trust is a trust established for a person with a…

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Have You Included Your Digital Assets in Your Estate Plan?

Author – Aubrey Lerner Estate planning typically includes setting up a will, trust, financial power of attorney, and health care directive. But what about your digital assets? Practically speaking, the best way to deal with them is to make a list. Digital assets can include your social media accounts (Facebook, Instagram, Twitter, Snapchat), pictures, and…

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