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…

Special needs trusts can help many families. The U.S. Department of Health and Human Services (HHS) has recently started to focus on finding ways to support family caregivers by assisting…

Totten trusts, or payable-on-death bank accounts, are an estate planning tool that allows you to transfer money to a chosen person upon your death. When you make a Totten trust,…

Estate planning can be complicated if you have a close family member or ex-spouse you have an estranged relationship with.  Estrangement refers to a breakdown in a relationship, such as…

Required Minimum Distributions (RMDs) are the minimum amounts a retirement plan account owner must take out each year. RMDs begin when a person reaches either age 72, 70½ if they…

Special needs planning and estate planning can be difficult if you don’t have a professional to help out. Sometimes a parent or relative of a person with special needs will…

Just about everyone with Down syndrome (DS) will begin developing Alzheimer’s starting at about age 40, making it the leading cause of death for the 200,000 or so people with…

Plaintiffs in a class-action lawsuit against the Social Security Administration (SSA) might describe it as an open-and-shut case. When the SSA closed its field offices at the onset of the COVID-19 pandemic,…

Hiring a caregiver for someone with special needs can be a daunting task. Not only do you have to find a person with the experience, compassion, patience, and skills to…

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