The Perils and Pitfalls of Do-It-Yourself Special Needs Planning
The risks of designing your own special needs plan, without the guidance of a professional, far outweigh the potential rewards of cutting costs. Here’s what’s at stake.
Read moreThe risks of designing your own special needs plan, without the guidance of a professional, far outweigh the potential rewards of cutting costs. Here’s what’s at stake.
Read moreAn exception to the SECURE Act's otherwise stringent rules about distributions from inherited IRAs potentially changes longstanding advice about whether to leave retirement funds to a special needs trust.
Read moreA recent felony charge against the mother of a special needs child in Minnesota offers a good reason why professional oversight of a special needs trust may be a good idea. ...
Read moreIt's easy to throw your new special needs trust into a drawer and forget about it. While having a plan in place is a great start, the trust and related documents do need to be maintained.
Read moreA bipartisan bill fixes a flaw in earlier legislation and would finally allow any veteran to allocate pension payments to a trust for their survivors with special needs. ...
Read moreRecipients with disabilities who rely on government benefits may want to consider putting some or all of the $1,400 relief money into an ABLE account.
Read moreRetirement plans often make up a significant portion of assets. Can a retirement plan be put into a special needs trust? As with many legal questions, the answer is "it depends." ...
Read moreNot every potential trustee provides the best services for trusts designed for children with special needs. Here are some questions to ask while searching for the right one for your new trust.
Read moreABLE accounts are proving to be less of a savings vehicle and more of a game-changer that allows beneficiaries of programs like SSI to pay for their own living expenses and achieve an unprecedented level of independence.
Read moreLocal Special Needs Planners in Your, City
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