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,…
A group home is a living accommodation option for people with disabilities. Living in a group home may be a good option for those individuals who do not need advanced…
Although cryptocurrency may be one of the latest investment strategies with great potential, for some individuals and their loved ones, investing in cryptocurrency has not gone as planned. The following…
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…
Special needs planning is more important than ever. Despite support from both sides of the aisle and appeals from disability advocates across the country, proposed legislation intended to offer greater…
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…
There are various benefits to creating a testamentary trust. This article discusses the benefits of adding one to your estate plan. What Is a Testamentary Trust? A testamentary trust allows…
Question: Should a special needs trust (SNT) trustee be paid, and, if so, how much? Answer: It depends. The demands on a trustee can vary widely, depending on the size and complexity…
Unique tax benefits are available to families who have children with special needs. And thanks to recent changes in the tax code, there are opportunities to save substantial amounts of…
The SECURE Act, passed at the end of 2019, changed a number of rules regarding inherited IRAs, making it more difficult for most beneficiaries to save on taxes by “stretching” distributions…
