Special Needs Planning

Guardianship can be an important part of special needs planning. Children with disabilities who can’t manage personal and financial affairs may need guardians as adults but still retain many fundamental rights.

Newly introduced legislation may soon alleviate a challenge families sometimes face when planning for a loved one living with disabilities.

Many relatives or caretakers of loved ones living with a disability may at some point need to be able to exert more control over their family member's personal affairs.

An important piece in special needs planning is determining where your loved one will live - and how to cover the cost.

You can qualify for Medicaid long-term care coverage and still set money aside to support your loved ones with disabilities.

What’s a trustee to do when a beneficiary wants to spend special needs trust money on cigarettes, a drink, or a naughty movie?...

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.

The risks of designing your own special needs plan, without the guidance of a professional, far outweigh the potential rewards of cutting costs. Here’s what’s at stake.

An exception to the SECURE Act's otherwise stringent rules about distributions from inherited IRAs potentially changes longstanding advice about whether to leave retirement funds to a special needs trust.