What Does SSA Stand For?
When looking into disability, retirement, or survivors' benefits, you might have encountered the acronym SSA. Knowing what the SSA does is important if you apply for government benefits or enroll in Medicare.
Read moreWhen looking into disability, retirement, or survivors' benefits, you might have encountered the acronym SSA. Knowing what the SSA does is important if you apply for government benefits or enroll in Medicare.
Read moreFamilies who had previously sought to establish an SNT for a disabled loved one could not effectively designate a charitable organization as a remainder beneficiary. Legislation passed in late 2022 has changed this.
Read moreA True Link card could save your family member from exploitation and predatory banking practices.
Read moreSome special needs trusts may be eligible for considerable tax savings. Here's how.
Read moreHere are some of the questions you will need to consider in guiding your attorney to create a special needs trust.
Read moreCredit cards offer a way for the trustee of a special needs trust to avoid giving a beneficiary cash while at the same time not serving as the beneficiary's designated shopper.
Read moreRetirement 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.
Read moreWhen 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...
Read moreAfter coming under fire from disability rights organizations and financial institutions for issuing unworkable proposed regulations governing ABLE accounts, the IRS has backed off on several of its most unwieldy proposals.
Read moreLocal Special Needs Planners in Your, City
Download one or more of our in-depth guides on special needs topics.
Get your Guide