Special Needs Child Requires Care-Filled Planning

October 30, 2019

As our children with disabilities grow older, and we ourselves grow older, the future can seem daunting. The future can be overwhelming.

How Will New Legislation Update SSI?

October 21, 2019

Lawmakers in the U.S. House of Representatives are looking to significantly increase that ceiling, with a bill introduced this month that would raise SSI’s asset limit to $10,000 for an individual and $20,000 for couples.

What is a Transfer on Death Account?

May 22, 2019

Transfer on death (TOD) accounts (also known as Totten trusts, in-trust-for accounts and payable-on-death accounts) allow spouses to pass small estates in a simple, convenient way.

How ABLE Accounts Work for People with Disabilities

May 14, 2019

New rules let some individuals put away more money in these plans, while still preserving their benefits.

Asset Protection Trusts Can Help Maintain Control of Inheritances

March 25, 2019

Why would you leave an inheritance to a trust for a beneficiary rather than “outright” to the beneficiary? The answer is control.

How Can I Use an ABLE Account for My Special Needs Child?

March 11, 2019

Anyone can contribute to a person’s ABLE account, but there are federally-mandated annual contribution limits. In 2019, the total annual contributions that an ABLE account can receive from all sources is $15,000.

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Special Needs