Special Needs Answers
Estate Planning
What Is a Pooled Trust, and How Can It Protect My Benefits?
Beneficiaries of programs like Supplemental Security Income (SSI) and Medicaid may be at risk of losing their benefits if they receive an inheritance or settlement money. What should you do in this situation?...
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Special Needs 101
How Can I Use a First-Party Special Needs Trust?
Using a Credit Card When You Have a Special Needs Trust
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.
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Guardianship Can Have Its Limits
For an individual who can make some decisions on his or her own, a full guardianship may not be appropriate.
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Before Settling a Personal Injury Claim, Consider a Special Needs Trust
If a person with special needs receives a large personal injury award, paying for health insurance could become an unaffordable expense unless precautions are taken. A special needs trust could be the answer.
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Qualified Disability Trusts Can Offer Tax Savings
Some special needs trusts may be eligible for considerable tax savings. Here's how.
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Building an Estate Plan for Adult Children with Disabilities
The ever-increasing life expectancies of people with disabilities mean that comprehensive special needs planning requires short- and long-term planning.
Read moreShould My Loved One With Special Needs Use a True Link Card?
A True Link card could save your family member from exploitation and predatory banking practices.
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