Takeaways AARP and the National Alliance for Caregiving recently published a joint report titled Caregiving in the U.S. 2025: Caring Across States. According to the research, an estimated 63 million Americans are serving as family caregivers. That is roughly
Takeaways What is a Special Needs Trust? A special needs trust (SNT) is a specific legal tool created to manage assets for people with disabilities. Its main goal is to protect the individual’s eligibility for
Takeaways When managed correctly, a special needs trust (SNT) can help a person with a disability cover certain expenses while keeping their Medicaid and Supplemental Security Income (SSI) benefits. Managing an SNT takes knowledge and
Takeaways Is it possible to qualify for Social Security benefits such as Supplemental Security Income (SSI) without a birth certificate? The short answer is yes. However, it may depend on what evidence you are able to provide to the
Takeaways Starting January 1, 2026, more individuals with disabilities will be eligible to open tax-advantaged ABLE accounts, thanks to an update to federal law. The ABLE Age Adjustment Act will extend the maximum age at
Takeaways Many people who rely on intellectual and developmental disability (IDD) services are not receiving the level of service they should receive. In part, experts say this is because for the past several years private equity firms
Takeaways In 2014, the Achieving a Better Life Experience (ABLE) Act established tax-advantaged savings accounts for people with disabilities to cover qualified disability-related expenses. With an ABLE account, eligible people with disabilities can put aside
Takeaways The Challenge of Needs-Based Benefits More than one in three people with disabilities rely on Medicaid, according to the Kaiser Family Foundation. Jointly funded by states and the federal government, Medicaid is a public assistance program that
Takeaways A slight raise in benefits payments is coming in 2026 for Americans who rely on Social Security disability benefits programs such as Supplemental Security Income (SSI) and Social Security Disability Insurance (SSDI). Every October, the Social Security Administration
Takeaways The Achieving a Better Life Experience (ABLE) Act, enacted in 2014, revolutionized financial planning for people with disabilities by allowing them to save money in tax-advantaged accounts without jeopardizing their eligibility for critical public benefits
