When to use a Special Needs Trust?
Is it wise to leave a retirement account to a beneficiary who receives disability assistance? Simply put, the answer is no. Learn when using a special needs trust is applicable.
What Does a Chartered Special Needs Consultant® Do?
For the families of those with loved ones who have special needs, financial and estate planning can be of critical importance. Learn how a Chartered Special Needs Consultant® can help.
Advanced Care Planning: Are You Good to Go?
Have you had the important conversations with your loved ones necessary to ensure they know your wishes in the event of serious or terminal illness? Advanced Care Planning is for everyone over 18, and provides a gift of comfort, for you, and for those you love.
Introducing our New Resource Center
Chatterton & Associates’ new resource center will provide options that work for your schedule, financial interests, and preferences.
Celebrity Estate Planning Mistakes and How to Avoid
Celebrities are not immune to making estate-planning mistakes. Here’s how to avoid the errors made by the rich and famous and make sure that all of your wishes are taken care of.
Our 3-in-1 Approach: Planning You Can Trust
Proactive planning is essential to growing and preserving your assets. It’s the foundation upon which we base our relationships with clients - and why we created our 3-in-1 approach.