The Benefits of Establishing a Special Needs Trust Early
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.
Shared Living Arrangements for Individuals With Disabilities
Shared living arrangements offer an alternative to institutional living, providing individuals with disabilities a sense of community integration, independence, and tailored support.
AI Tools Can Support Families Navigating Special Needs Care
Recent advances in artificial intelligence (AI) have the potential to support families caring for a disabled loved one with certain tasks.
Disability Advocates Sue Social Security Administration
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.
Grant Funding for Children With Special Needs
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.
Choosing an Investment Advisor for a Special Needs Trust
In many cases, the trustee of a special needs trust should hire a professional investment advisor. Here are some guidelines for hiring one.
Often-Overlooked Tax Credit Expanded, Now Covers More People with Disabilities
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…
Is Your IRA Inheritor-Proof?
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
The Document That Speaks When You Can’t: Why You Need An Advance Directive Now
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
5 Things Your Fiduciary Needs to Know Before You Die
5 Things Your Fiduciary Needs to Know Before You Die You might think you have a solid estate plan – but if your fiduciary
Digital Assets: Why They Need to Be Part of Your Estate Plan
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

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