Academy of Special Needs Planners co-founder Harry S. Margolis was recently interviewed by Vanguard Investments about planning for people with special needs.
A New York Times article on special needs planning for those over age 65 features Special Needs Answers, ASNP and one of its member attorneys . . .
Gift cards are the most popular holiday gifts, but they can cause problems for recipients who receive Supplemental Security Income (SSI). Here are some things to consider before purchasing a gift card for a person with special needs during this
Several federal agencies recently proposed new regulations that will prevent banks from completely freezing bank accounts that receive certain benefit payments, including Social Security Disability Insurance payments, Supplemental Security Income, and Veterans benefits.
A new survey of nearly 4,000 Medicare beneficiaries has found that Medicare beneficiaries who are younger than 65 receive fewer medical services, have a harder time paying for the medical care that they do receive, and are more likely to
There are some times when an SSI or SSDI beneficiary is responsible for notifying the government of a change in his or her life. Missing a required notification could result in a loss of benefits.
In the first part of a two-part series, we explore initial steps for trustees to take when it comes time to terminate a special needs trust.