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
Our long term readers know that every January, our team loves to remind our clients and friends to review their Special Needs and Estate plans for updates. As our children grow and develop (and conquer
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 The National Literacy Institute (NLI) estimates that 40 percent of students in the United States struggle with reading, a gateway skill necessary for academic and professional success. Up to one in five students may have dyslexia, a learning
Takeaways Every day, 2,300 people are reported missing in the United States. When an adult with a cognitive, intellectual, or developmental disability goes missing, they can be especially vulnerable to bad actors or accidents. If lost, intellectually
It’s time for our resident holiday expert, Kate Schye, to share this year’s tips for the families we serve! We hope you enjoy these tips as much as Kate enjoyed personally testing and visiting each
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
