Special Needs Trusts

Hiring a caregiver for someone with special needs can be a daunting task. Here are some tips to keep in mind before, during, and after the hiring process.

Special Needs 101

If you have a child with special needs who requires an institutional level of care that can be provided in your home instead of in a hospital or other institution, the Katie Beckett Medicaid Waiver program may allow you to...

Special Needs 101

One of the most commonly asked questions about special needs trusts is what can the trusts pay for without affecting the beneficiary's public assistance?...

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

What is special needs planning and how can special needs trusts help people with special needs?...

Special Needs 101

Third-party special needs trusts, as the name implies, are funded with assets that never belonged to the trust beneficiary, and they provide several advantages over the other two types of special needs trusts.

Special Needs 101

A special needs trust can allow individuals with special needs to preserve assets that will enhance their quality of life while allowing them to remain eligible for needs-based public benefits like Medicaid and SSI.

Special Needs 101