Planning for care. For life.

Author: Ann Koerner

The Coronavirus Pandemic – A Practical Approach

As the pandemic continues, it is easy to get caught up in the statistics and the confusion of the various state-specific phased plans and rules for easing the lockdown. More and more, people are expressing stress fatigue about the inconsistent warnings, conflicting scientific studies, and “official” recommendations for their communities. Some of what we are observing, … Continue reading The Coronavirus Pandemic – A Practical Approach

Reflecting on a Crisis – What We’ve Learned So Far

We know the best organizations are always adapting and learning. This pandemic has taught us all some valuable lessons: Empathy – Clients have expressed an interesting perspective regarding the “shelter-in-place” requirements. The sentiment is as follows – “Now you know what it feels like to be disabled and isolated at home. How lucky you are that your isolation … Continue reading Reflecting on a Crisis – What We’ve Learned So Far

Economic Turbulence – Minimizing Risk for Trustees and Fiduciaries

There are lessons learned from the 2008 economic downturn that are applicable today, given our turbulent economic situation. Lawsuits originated from that time period specific to Trustee and Fiduciary management of Special Needs Trusts and other protected accounts for individuals with a disability. Investment income from trust accounts is often essential for meeting the caregiver, … Continue reading Economic Turbulence – Minimizing Risk for Trustees and Fiduciaries