Special Needs Planning Annual Review Checklists 2025
The start of a new year is a perfect time to do a quick review of your Estate and Special Needs Plans. You should review your Estate Plan, Special Needs Plan, and Asset Inventory each
The start of a new year is a perfect time to do a quick review of your Estate and Special Needs Plans. You should review your Estate Plan, Special Needs Plan, and Asset Inventory each
Mental illness in the United States is more common than most people may think. More than one in five U.S. adults live with a mental illness and one in six U.S. youth aged 6 to 17 experience a mental
Special needs trusts (SNT) and Achieving a Better Life Experience (ABLE) accounts each provide a tax-free way for people with disabilities to save money. Both options provide a mechanism for saving money and protecting resources
This month, our Paralegal, Heather Geils, shares her experience as a Sibling. Siblings of individuals with disabilities are frequently involved in their brother’s or sister’s life longer than anyone else in their family. This involvement evolves
Social Security Disability Insurance (SSDI) is a federal program that typically provides cash stipends to people who have paid into the Social Security system and who can’t work because of a disability. In some cases,
A personal injury settlement can affect disability claims differently depending on the situation as well as where you live. Social Security programs like Social Security Disability Insurance (SSDI) and Supplemental Security Income (SSI) have different
Social Security Disability Insurance (SSDI) and Supplemental Security Income (SSI) are two federal disability benefits programs that provide monetary assistance for people with disabilities. Both programs allow recipients who work to deduct certain impairment-related work expenses from
Since its creation in 1972, the federal Supplemental Security Income (SSI) program has provided financial support to low-income individuals who are over age 65 or have a disability. In March 2024, more than 7.4 million people across the United
Half of Americans report that access to affordable housing is a problem in their community, according to the Pew Research Center. For families affected by disability, housing costs can pose a particularly significant concern. According to the Center
Have you heard the terms “special” needs trust and “supplemental” needs trust and wondered what the difference is between supplemental vs special needs trusts? The simple answer is: there is no difference. Whether supplemental or special,
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