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
More and more companies are jettisoning traditional pensions in favor of Individual Retirement Accounts (IRAs), 401(k)s, and other profit-sharing arrangements. Most of these plans allow an employee to shelter their retirement savings, tax-free, until retirement.
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
1. Prepare Your Child Talk to your child about what they can expect from a holiday gathering or event. Discuss the times and dates of holiday activities and put them on a calendar in writing
Medicare is the federal health insurance program for older adults and people with disabilities, including certain chronic conditions. According to the Center for Medicare Advocacy, more than 65 million individuals participate in the program. The age
Over the past year, the Social Security Administration (SSA) has been making numerous improvements to its Supplemental Security Income (SSI) program. These changes, some of which became official this past week, will make things a
Imagine not being able to marry or even live with the person you love. The recently released documentary Patrice: The Movie, now available on Hulu, addresses the emotionally challenging conundrum of how marriage can affect disability
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,
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