Financial Planning

Starting January 1, 2026, the maximum age of disability onset for ABLE account eligibility will increase from 26 to 46 due to the ABLE Age Adjustment Act.

While crowdfunding through social media and platforms such as GoFundMe can provide a financial lifeline for individuals with disabilities, it also carries risks, particularly regarding eligibility for means-tested government benefits such as Supplemental Security Income or Medicaid.

Recent advances in artificial intelligence (AI) have the potential to support families caring for a disabled loved one with certain tasks.

Retirement accounts like 401(k)s and IRAs make up the majority of most people's savings. While these plans encourage saving by offering significant tax rewards, they were certainly not set up to help families with special needs.

Special Needs 101

Here are some of the questions you will need to consider in guiding your attorney to create a special needs trust.

Special Needs 101

When a child with special needs is setting aside money for college, a 529 Plan may not be the best option. Here are some things to think about when family members ask about the best way to provide funds for...

Special Needs 101

Credit cards let a trustee of a special needs trust avoid giving cash to a beneficiary that can jeopardize benefits eligibility. The beneficiary can also make small purchases without being micromanaged.

Special Needs 101

Some special needs trusts may be eligible for considerable tax savings. Here's how.

Special Needs 101

For parents of a child with disabilities, government agencies have programs designed to help with health care and general expenses. As helpful as these programs can be, in many cases more assistance is necessary.