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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.

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.

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.

Chatterton & Associates’ new resource center will provide options that work for your schedule, financial interests, and preferences.

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.

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.

At Chatterton & Associates, we are pleased to announce that our Chatterton, Inc. website has a new look. Our new website is designed with you in mind, creating a more streamlined experience that’s easier to navigate.

Avoiding these eight common estate planning mistakes can help make life easier for those who survive you.

Establishing an estate plan specific to your individual circumstances will help streamline the settlement of your estate and ensure that your intentions come to fruition after your passing.