Local special needs planners:


New Bedford, MA

Providence, RI

Warwick, RI

I am the new Representative Payee for a Supplemental Security Income (SSI) beneficiary.  The beneficiary was overpaid for over a year and now the Social Security Administration (SSA) is seeking repayment.  When and how should I pursue the pre...

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Resources & Information

10 Mistakes in Special Needs Planning
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Special Needs Planning
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Guide to Memorandum of Intent
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