10 Tips to Consider for Special Needs Planning

Careful planning for a loved one with special needs is critical in protecting their future. This article offers tips and a comprehensive approach to care and financial support without affecting government benefits.

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 doesn’t know the basics, they could face legal and financial chaos after a loved one dies. Here are 5 things they need to know—before they’re in the middle of it: […]

ABLE Accounts: When the Beneficiary Is No Longer Disabled

If an ABLE account has been set up for a person with special needs, what happens to the account if the beneficiary no longer qualifies as “disabled” according to IRS regulations due to medical improvement or inaccurate diagnosis?

How to Report Income for SSI Benefits

Because Supplemental Security Income (SSI) eligibility and benefit amounts depend on financial need, recipients must report all sources of income to the SSA.