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Will Your Special Needs Family Members be Okay Without You?

Parents of children with mental/physical disabilities and elderly people can benefit from the use of third-party special needs trusts or supplemental needs trusts as estate planning tools. This type of trust will receive assets from you or another benefactor expressly for…

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planning for disabled

What You Need to Know About Special Needs Planning

Enabling the Disabled Let’s take a look at planning for disabled people so they can live their best lives. Family money can be carefully managed to fit the disability-benefit rules and still provide additional perks for the disabled person to…

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ABLE Accounts are New Investment Opportunities

Previously, disabled people could only get government benefits like Supplemental Security Income (SSI) or Medicaid if they had very little money, or if their access to property was tightly confined by restrictive trusts. Federal legislation now permits disabled people to…

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