Estate Planning

Special Needs Planning and Retirement Benefits

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.

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Special Needs 101

PASS Helps SSI Beneficiaries Achieve Work Goals

The PASS program allows SSI beneficiaries to use their non-SSI income to pay for job training or to start a business. If beneficiaries follow the complicated rules governing the program, the Social Security Administration will not count income used for...

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Special Needs 101

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