Special Needs Articles

You May Need to Change Your Beneficiary Designations

SSDI May Not Last Forever

Top 10 Mistakes Caregivers of Dependents with Special Needs May Make When Planning

Discussing Future Needs of Dependents with Special Needs - Topic Suggestions for Meeting with Family & Friends

I Don't Have Any (or Little) Assets: Why Do I Need a Special Needs Trust?

How special needs planning can enhance the quality of life of a spouse or child with disabilities in a divorce

Don’t Need Government Benefits? Create a Financial Strategy As Though You Do.

Capital Improvements as a Medical Expense | A Missed Tax Return Deduction for Families Caring for Children with Special Needs?

Protecting the Elder’s Eligibility for Medicaid Benefits by Funding a Trust for a Person with Special Needs

Achieve a Better Living Experience (ABLE) Accounts

Special Needs Planning in Divorce

Tax Planning Using Special Needs Trusts Considering the Tax Cuts and Jobs Act of 2017

How to Fix a Defective Special Needs Trust?

Alert to Caregivers of Dependents with Special Needs