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       Last week I was telling you about a call I received about the benefits of an Achieving a Better Life Experience (ABLE) account vs. a special needs trust (SNT).  Joan called about her sister Mary, who is receiving an inheritance from their uncle’s estate.  Mary is in

       I received a call from Joan.  She told me that her sister Mary is named as an heir to part of their uncle’s estate.  Mary is disabled and living in a group home.  Joan was concerned that the inheritance Mary would receive of approximately $200,000 would jeopardize

       Last week I was explaining what happens to abandoned or unclaimed property.  New Jersey has in its possession more than $1 billion of property that people have abandoned, usually because they have forgotten about the accounts.  Nationwide, there is well over $50 billion in unclaimed funds.  Financial