Special Needs Trusts

When your family has more than one child with special needs, do you need more than one special needs trust? Most families with multiple children with special needs are stretched financially. Is this affordable? ...

The early withdrawal penalty has been very effective at forcing retirement plan owners to keep money in their retirement accounts, but if a retirement account owner becomes disabled, the IRS will waive the 10 percent early withdrawal penalty.

Unfortunately, when an SSI beneficiary's parent is ordered to pay child support, those payments can end up ruining the beneficiary's access to government benefits.

A California mother recently went to great lengths to obtain an inheritance from her deceased son's special needs trust, but a court decided that her attempt went too far and awarded half of the trust to the woman's ex-husband, even...

A bill recently introduced in the U.S. House of Representatives would finally allow military retirees to name special needs trusts as beneficiaries of Survivor Benefit Plans, a change that could dramatically improve the lives of military children with disabilities.

You may not want to leave any of the money in your estate directly to a relative with special needs, but the fine print in your estate planning documents might cause a catastrophic distribution anyway.

Administering the California Special Needs Trust is the closest thing to having a special needs planner on call, 24 hours a day, no matter what state you're in.

Do you have a retirement plan in place that will provide enough income for you to take care of a loved one with special needs once you have stopped working? Here are some things to consider when planning for retirement.

Unique tax benefits are available to families with special needs individuals. Here's a partial rundown offered by a professor of accounting.