Our Blog
Diet, 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.
Government Shutdown Threatens Housing for People with Disabilities
The government shutdown may be jeopardizing housing for individuals with disabilities who rely on federal assistance.
Should 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...
Five 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...
IRA 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...
Social 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...
Who 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?...
Audit Finds That Thousands of SSI Recipients Have Been Overpaid
When the Social Security Administration (SSA) determines that a person with disabilities is eligible for Supplemental Security Income (SSI) benefits, the decision is not necessarily permanent. Depending on the circumstance, the SSA will either regularly or...
Say a Little Prayer: Aretha Franklin Had No Will, and a Child With Special Needs
According to court documents, legendary singer Aretha Franklin did not have a will when she died, despite reportedly having a son with special needs. The lack of a will opens up the intensely private singer’s estate to public scrutiny and unnecessary costs, and means...
Can a Special Needs Trust Pay for Housing Without Reducing SSI Benefits?
Trustees of special needs trusts generally have wide discretion in determining whether to distribute funds to trust beneficiaries. But if the person with disabilities receives Supplemental Security Income (SSI), careful precautions should be taken before any trust...
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