Financial Planning

If you currently receive - or are planning to apply for - Social Security or Supplemental Security Income, you can now visit the Social Security Administration’s recently updated My Social Security portal to complete many tasks online.

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.

Built into the American Recovery Plan Act of 2021 are new rules and income thresholds that expand the pool of taxpayers who qualify for the earned income tax credit. This is good news for single people with disabilities.

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

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

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

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

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

Medical coverage and housing may be the two most important services to make sure are taken care of once your child turns 18.