Financial Planning

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.

The Senate and House have cleared the passage of a year-end $1.7 trillion appropriations bill that will affect people with disabilities on several fronts.

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.

The maximum amount that can be contributed each year to an ABLE account for a person with disabilities just rose $1,000 to $16,000.  The figure had been stuck at $15,000 since 2018.  ...

As a handy checklist from a professor and tax expert makes clear, tax benefits for parents of children with special needs have changed for the better. Learn how to take advantage of available programs and resources.

Parents of a child with special needs know that they must plan for the child’s care and support, especially if the child is unlikely ever to be able to earn an income.  If divorce is looming, be sure to learn the answers to these key...