An important part of special needs planning is protecting your loved one from financial abuse. A True Link card is a tool you may not have considered before, but it…
Despite support from both sides of the aisle and appeals from disability advocates across the country, proposed legislation intended to offer greater financial support to millions of older adults and…
Supplemental Security Income (SSI) beneficiaries must comply with very stringent income and asset rules to receive benefits. One such rule is the resource allowance limit: A single SSI beneficiary may have only…
The Senate and House have cleared the passage of a year-end $1.7 trillion appropriations bill that will affect people with disabilities on several fronts. The bill, which runs more than…
It is an unpleasant thought, but death is a reality we all must face. One way to cope with the loss of a loved one is to be prepared for…
A power of attorney (POA) is a legal agreement that gives a person (agent) the ability to act on behalf of another person (principal). A common question asked about POAs is…
A power of attorney is a powerful planning document that enables you (the principal) to give another person (the agent or attorney-in-fact) the power to act for you while you are…
The person you name as your executor will be accountable for a number of important tasks, even in managing the administration of a small estate. This may include filing tax…
A sole benefit trust is a helpful estate planning tool if your family has cross-generational support needs. Read on to find out more about a sole benefit trust and its…
People with special needs require specific accommodations such as wheelchair-friendly buildings, doctors with empathy, and a professional to handle their special needs trust. From difficulties securing transportation for medical appointments…
