Special Needs Planning Annual Review Checklists 2024
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
Many people dream of being able to enjoy traveling and are drawn to the lure of owning a recreational vehicle (RV). However, they may not realize that owning an RV could impact their government benefits,
There are two general purposes of a Special Needs Trust (“SNT”): first, to protect a person’s eligibility for government benefits, and second, to house funds for a person’s future lifetime needs. Those with special needs
The New York Times Magazine’s weekly The Ethicist column recently explored a difficult question that may challenge many parents of adult children with special needs. The Ethicist helps people sort out the morality of the
Depending on which statistics you believe, between 40 percent and 50 percent of first marriages will end in divorce or permanent separation, and second marriages fare even worse. While there is no such thing as
Supplemental Security Income (SSI) is a federal program that provides cash assistance to people with disabilities who have very limited incomes and resources. In most cases, SSI recipients may also obtain a much more important
A 1999 Supreme Court case, Olmstead v. LC, granted people with disabilities the right to live at home and receive access to home care in their community, instead of in nursing homes or other institutional
For individuals with disabilities, an inheritance or settlement can jeopardize a their government benefits, such as Medicaid and Supplemental Security Income (SSI). A special needs trust (SNT) can help the individual remain eligible for these
A special needs trust (SNT) allows you to meet your needs while receiving government benefits, such as Medicaid and Supplemental Security Income (SSI). When you have a special needs trust, you can use it to
Many parents and families planning for the care of their loved one with special needs will consider setting up a special needs trust. (Special needs trusts are also often referred to as supplemental needs trusts
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