Tag Archives: Special Needs Planning

End Of Life Planning For Individuals Of Special Needs

End of life planning for an individual with special needs is always a difficult consideration. And yet, it is a common topic regarding financial planning for a person receiving Supplemental Security Income (SSI) or medical assistance. However, such planning creates an opportunity to ensure a person with special needs is adequately prepared in such a…
Read More >>

What a Special Needs Pooled Trust Does For You

The purpose of a special needs trust is to enhance or protect the quality of life of a person with a disability. Specifically, it does this by maximizing the resources available to them, without disqualifying him or her from eligibility for public benefits, including Supplementary Security Income (SSI) and Medicaid. When estate planning, rather than…
Read More >>

5 Tax Credits & Deductions For Special Needs Families

Parents of children with special needs often have unique financial concerns, and one way to ease those concerns is to reduce their tax burden. There are many tax credits and deductions available that parents may not be aware of. Parents of children with special needs should familiarize themselves with the deductions and credits and take…
Read More >>