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Blog

The Benefits of Establishing a Special Needs Trust Early

July 1, 2025 No Comments

One of the most powerful tools available to help secure a stable financial future for a child with special needs is a special needs trust (SNT). Setting up an SNT early in a child’s life can bring significant advantages that grow over time.

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Shared Living Arrangements for Individuals With Disabilities

July 1, 2025 No Comments

Shared living arrangements offer an alternative to institutional living, providing individuals with disabilities a sense of community integration, independence, and tailored support.

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AI Tools Can Support Families Navigating Special Needs Care

July 1, 2025 No Comments

Recent advances in artificial intelligence (AI) have the potential to support families caring for a disabled loved one with certain tasks.

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Disability Advocates Sue Social Security Administration

June 2, 2025 No Comments

A coalition of national advocacy organizations and individual plaintiffs with disabilities have filed a federal lawsuit against the Social Security Administration, the newly formed Department of Government Efficiency, and top federal officials.

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Grant Funding for Children With Special Needs

June 2, 2025 No Comments

For parents of a child with disabilities, government agencies have programs designed to help with health care and general expenses. As helpful as these programs can be, in many cases more assistance is necessary.

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Choosing an Investment Advisor for a Special Needs Trust

June 2, 2025 No Comments

In many cases, the trustee of a special needs trust should hire a professional investment advisor. Here are some guidelines for hiring one.

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Often-Overlooked Tax Credit Expanded, Now Covers More People with Disabilities

May 16, 2025 No Comments

For tax year 2021, the IRS is expanding eligibility for the earned income tax credit (EITC), an important antipoverty measure that assists those with low-incomes. One key impact of these changes is that more people without children, many of whom…

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Is Your IRA Inheritor-Proof?

May 14, 2025 No Comments

IS YOUR IRA INHERITOR-PROOF? The SECURE Act changed the rules—and most people have not caught up. You spent years building your IRA. You planned for

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The Document That Speaks When You Can’t: Why You Need An Advance Directive Now

May 8, 2025 No Comments

The Document That Speaks When You Can’t: Why You Need An Advance Directive Now No one plans to get sick or injured, but when the

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5 Things Your Fiduciary Needs to Know Before You Die

May 1, 2025 No Comments

  5 Things Your Fiduciary Needs to Know Before You Die You might think you have a solid estate plan – but if your fiduciary

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Digital Assets: Why They Need to Be Part of Your Estate Plan

October 11, 2022 No Comments

These four steps will help ensure your digital accounts and subscriptions aren’t lost when you die. What’s will happen to your Facebook account or the

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Right of Occupancy Trust Safeguards Your Residence or Other Property for Loved Ones

September 1, 2022 No Comments

Estate planning is designed to protect you and your loved ones. Sometimes offering such “post mortem protection” for a dependent loved one can be challenging.

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