Gift cards are the most popular holiday gifts, but they can cause problems for recipients who receive Supplemental Security Income (SSI). Here are some things to consider before purchasing a gift card for a person with special needs during this...
SSDI payments, like old-age Social Security retirement benefits, can be taxed, depending on the SSDI beneficiary's other income. Because the rules governing the taxation of SSDI payments can be very confusing, we have put together a short primer to explain...
Parents and grandparents of people with special needs have a unique opportunity to make life much easier for their children or grandchildren by creating a first-party special needs trust while they are still living.
The new year is always a time to take stock of the previous year and to make positive changes for the months ahead. Here are several resolutions that families of people with special needs will want to keep, in 2014...
There are plenty of advice books on the market for parents of children with special needs, but Reflections from a Different Journey takes a different approach, collecting wisdom for parents of children with special needs from the source: adults who...
In some cases a parent or family member can handle the job of trustee of a special needs trust perfectly well, but in other cases the task can simply become overwhelming. Here are some warning signs that a professional trustee...
A recent case from New Jersey should make you think twice about waiting to finalize that estate plan that you have been meaning to get to.
Unless you are a CPA, you should never prepare an income tax return for a special needs trust. Instead, call your special needs planner to discuss what needs to be done.
