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NEW GUIDANCE from HUD on ABLE Accounts and Housing
For several years it has been clear that ABLE accounts – a new form of tax-free savings account for certain people with disabilities – would not affect a person’s eligibility for important government benefits like Supplemental Security Income (SSI) and Medicaid. But...
read moreWhat Can a Special Needs Trust Pay For?
A special needs trust can pay for many supplemental expenses of a disabled beneficiary, including things like recreation, education and travel.
read moreWill My Heirs Have to Pay My Debts?
It is important to know how debts get transferred and paid by your estate at your death so that you can plan accordingly.
read moreDiet, Exercise and Documents?
February is American Heart Month! Taking care of yourself includes diet, exercise and documents? That is right, health care documents such as a Living Will and Healthcare Power of Attorney are crucial when creating your medical and self-care plan.
read moreGovernment Shutdown Threatens Housing for People with Disabilities
The government shutdown may be jeopardizing housing for individuals with disabilities who rely on federal assistance.
read moreShould a Special Needs Trust Buy a Home for a Beneficiary?
For some people with disabilities, homeownership may present a uniquely empowering opportunity. But for many others, purchasing a home through a special needs trust may be in the beneficiary’s best interests. Homeownership comes with many pitfalls and...
read moreFive Questions to Ask Before Settling a Personal Injury Lawsuit
When personal injury lawsuits are settled, the underlying settlement figure may be less than initially meets the eye due to the deduction of attorneys’ fees, expenses and other costs. To ensure the resulting settlement best protects the plaintiff's long-term financial...
read moreIRA Distributions to Special Needs Trusts: Minimizing Income Taxes
For many parents, the majority of their savings is held in some kind of a retirement account, often an Individual Retirement Account (IRA). At age 70 1/2, an IRA account holder faces the Required Beginning Date, when he or she must take mandatory distributions from...
read moreSocial Security Payments, Medicare Premiums and Deductibles, to Rise in 2019
Social Security payments are set to grow next year, although for some recipients the extra payments will be slightly offset by an increase in Medicare premiums and deductibles. Announced by the Social Security Administration (SSA) on October 11, 2018, and effective...
read moreWho Can Set Up the ABLE Account?
ABLE accounts, new tax-free saving accounts for people with disabilities, hold great promise for special needs planning. But among the many questions surrounding ABLE plans is who can open accounts? Only the person with a disability? Parents? Other relatives?...
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