» Special Needs Planning

What's the Difference Between an ABLE Account and a Special Needs Trust?

If you have a child, grandchild, or other loved one with special needs, you may be concerned about their financial well-being when you are no longer around to help provide for them. They may not be able to manage their own finances, so you may be wor… Read More
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The Difference Between First- and Third-Person Special Needs Trusts

If you have a loved one with special needs, you have probably heard that a special needs trust is a way to provide financial support for them without jeopardizing their ability to qualify for needed government benefits such as Medicaid and Supplement… Read More
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Supreme Court Upholds Case Striking Down Pooled Trust Age Limit

The U.S. Supreme Court has refused to hear a case involving Pennsylvania’s pooled trust age limit. The case was an appeal by the state challenging a decision by the U.S. Court of Appeals for the Third Circuit that pooled trusts established by peopl… Read More
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Beneficiary Designations Can Cause Problems For Children With Special Needs

Private retirement savings plans, like IRAs and 401(k)s, have become the main way for American families to save for retirement. But parents of children with special needs need to be vigilant when signing up for a retirement plan or company life insur… Read More
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10 Reasons to Create an Estate Plan - Now!

Many people think that estate plans are for someone else, not them. They may rationalize that they are too young or don’t have enough money to reap the tax benefits of a plan. But as the following list makes clear, estate planning is for everyone,… Read More
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Website Shows Autism Videos as Guide for Parents

What’s so unusual about a baby fascinated with spinning a cup, or a toddler flapping his hands, or a preschooler walking on her toes? Parents and even doctors sometimes miss these red flags for autism, but a new online video “glossary” makes th… Read More
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Five Planning Tips for Parents with Special Needs Children

Special Needs Planning involves the development of a plan to provide for the “special needs” of a disabled person. This typically involves the parent of a disabled child planning for when the parent will no longer be able to act as the child’s… Read More
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