Browse Latest Resources

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 that should be incorporated. to

Read More »

IRS Issues Final Regulations for ABLE Accounts

​The Internal Revenue Service (IRS) has issued final regulations covering tax-free savings accounts that allow people with disabilities and their families to save and pay for disability-related expenses without jeopardizing eligibility for Medicaid, Supplemental Security Income

Read More »