FAQs
Kimberly Hegwood
What is special needs planning, and why is it important?
Special needs planning is the process of creating a financial…
Kimberly Hegwood
What is a Special Needs Trust, and how does it work?
A Special Needs Trust (SNT) is a legal tool designed…
Kimberly Hegwood
What are the different types of Special Needs Trusts available in Texas?
There are three main types of Special Needs Trusts: First-Party…
Kimberly Hegwood
Can a Special Needs Trust pay for housing or food without affecting benefits?
Recent changes to Social Security Administration rules allow SNTs to…
Kimberly Hegwood
How do ABLE accounts complement Special Needs Trusts?
ABLE accounts are tax-advantaged savings accounts for individuals with disabilities.…
Kimberly Hegwood
What factors should I consider when choosing a trustee?
When selecting a trustee, consider their financial competency, understanding of…
Kimberly Hegwood
When should I begin special needs planning?
It’s wise to begin special needs planning as early as…
Kimberly Hegwood
What is a trust and how does it work in Houston, Texas?
A trust is a legal arrangement where a trustee manages assets on…
Kimberly Hegwood
What are the primary benefits of setting up a trust?
Trusts can avoid probate, protect assets, and facilitate the smooth transfer…
Kimberly Hegwood
Can anyone be a trustee in Houston, Texas?
A trustee can be nearly anyone the grantor chooses, such…
Kimberly Hegwood
How does a trust differ from a will?
While wills and trusts distribute assets after a deceased person’s…
Kimberly Hegwood
What is the main distinction between trusts?
The main distinction between trusts is irrevocable and revocable. A revocable…
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