Resources

March 9, 2021

Guest Post: What is a Special Needs Trust?

If a person with special needs has assets -- perhaps from a lawsuit award or settlement or from a gift or inheritance – those assets can disqualify the person from receiving essential public benefits like Medicaid and Supplemental Security Income (SSI). A special needs trust can allow the person with special needs – the trust’s beneficiary -- to remain eligible for needs-based public benefits while at the same time preserving the assets to enhance the beneficiary’s quality of life.

Special Needs Planning

March 9, 2021

Guest Post: What Should You Do if You're Appointed Guardian of an Older Adult?

Being appointed guardian of a loved one is a serious responsibility. As guardian, you are in charge of your loved one's well-being and you have a duty to act in his or her best interest.

Estate Planning Money Matters Special Needs Planning

February 2, 2021

Guest Post: An Introduction to ABLE accounts

When Congress passed the Achieving a Better Life Experience (ABLE) Act in 2014, it was a game-changer for families with special needs. For the first time there was a tax-advantaged way to put money aside for dependents with disabilities without compromising their eligibility for government benefits. And, unlike a special needs trust, an ABLE account can be managed and controlled by the beneficiary.

College Planning Estate Planning Special Needs Planning

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