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Funds held in a properly drafted special needs trust will not affect a SSI or Medicaid recipient’s benefits. However, funds disbursed in a manner that violates SSI or Medicaid rules can impact these benefits.

Are you a taxpayer who has purchased long-term care insurance? Take note of your policy details and your premium amount, as you may be able to deduct the cost – or at least part of it – from your 2023 income.

Choosing an executor is a big decision when it comes to estate planning. Here are three common questions about executors.

Newly introduced legislation may soon alleviate a challenge families sometimes face when planning for a loved one living with disabilities.

Unfortunately, neither health insurance nor Medicare covers long-term care. Medicaid could become your only option, so do what you can to plan ahead.

Even if you’ve created an estate plan, are you sure you included everything you need to? There are certain provisions that people often forget to put in in a will or estate plan that can have a big impact later on.

If you are enrolled in Medicare Part D, you may feel overwhelmed by your prescription drug costs. Proposed legislation currently awaiting review by the Senate could bring you some relief in the form of significant savings.

Many relatives or caretakers of loved ones living with a disability may at some point need to be able to exert more control over their family member’s personal affairs.

You may no longer be legally married, but divorce does not automatically remove your prior spouse from your will, trust, or beneficiary designations.

The agency’s 1,200-plus offices are open again, but a new online tool for SSI applications means you can avoid the crowds and long lines.