by awarner | Mar 23, 2019 | Government Benefits, Medicaid, Settlement Planning, special needs planning, Special Needs Trust, SSA, SSI, Trust
A special needs trust is designed to provide a person with a disability the funds to enhance her quality of life while at the same time allowing her to remain eligible for needs-based public benefits. Government programs like Medicaid and Supplemental Security Income...
by awarner | Nov 15, 2018 | Estate Planning, special needs planning, Special Needs Trust, Trust
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...