Estate Planning

One type of expense that a special needs trust has been able to cover is reimbursing family members for their costs when they travel to visit the trust beneficiary (the person with special needs). Due to a recent rule change,...

Written by two certified financial planners with special needs family members, this easy-to-understand guide is a comprehensive resource that addresses all areas of special needs planning.

With Alzheimer’s the leading cause of death among people with Down syndrome, this population deserves a lot more attention than it currently gets from the medical community and Alzheimer’s researchers, says expert Howard Gleckman.

You want to ensure that your child with special needs will remain financially secure even when you are no longer there to provide support, but determining how much a special needs trust (SNT) should hold is no small feat. ...

To help consumers navigate the process of opening newly available savings accounts for families of people with disabilities, the ABLE National Resource Center has launched an education and information campaign called #ABLEtoSave. ...

The financial planning steps a family takes when their child turns 18 establish the foundation for the child's support and well-being for the rest of the child’s life. Therefore, it is essential that parents take extra care when planning for...

Parents giving gifts to children will sometimes provide nothing to the child with special needs while giving substantial amounts to the child’s siblings. This planning strategy can lead to trouble, as a recent Wisconsin case highlights.

Once you begin to understand how the gift tax system really works, you may be pleasantly surprised to learn that most people can fund a special needs trust for a person with disabilities with a lot more than $14,000 a...

When an SSI beneficiary finds out that they will receive an inheritance, their first reaction may be to refuse it. But this refusal, also known as a "disclaimer," might worsen things for the beneficiary.