Financial Planning

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.

Families 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.

A True Link card could save your family member from exploitation and predatory banking practices.

Some special needs trusts may be eligible for considerable tax savings. Here's how.

Special Needs 101

Here are some of the questions you will need to consider in guiding your attorney to create a special needs trust.

Special Needs 101

Credit 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.

Special Needs 101

Retirement 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.

Special Needs 101

When 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...

Special Needs 101

After 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.