Increases in SSI Starting Jan. 1

Starting this month, you will see increases in your social security checks. The cost-of-living adjustment in 2022 will be 5.9%, according to the Social Security Administration. The bump, which will […]

Estate Plan Annual Review Checklist

Estate Plans (that is, parents’ wills and trusts) are the foundation of a good Special Needs plan. Perhaps you prepared your documents decades ago, or have had significant changes since […]

Special Needs Planning Annual Review Checklist

As you reach milestones in your family’s special needs journey, it’s important to review your Special Needs Plan each year. By proactively monitoring and updating your Special Needs Plan and […]