Latest
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Careful: These 2 Words in a Trust Document Could Cut Off Access to Public Benefits
retirement When children have a substance abuse problem, public benefits like SSI and Medicaid can make a big difference. Those needs-based benefits could be jeopardized by improperly structured trusts.
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What to Do With a 529 Plan When a Child Doesn't Go to College
529 Plans Families can avoid taxes and a penalty on a 529 college-savings plan when a child develops a disability and likely won’t be using the money for college.
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How to Plan Ahead for a Disabled Child’s Inheritance
retirement If your child relies on Medicaid services, how can you ensure that when you die the money you leave them doesn't cause them to lose that vital support system? A Supplemental Needs Trust could be the answer.
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How to Use College Savings to Benefit Children with Special Needs
savings Under the new tax law, families with a 529 college-savings plan can now roll that money into a tax-friendly ABLE account to help a child with a disability.
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Opening an ABLE Account
insurance Money in one of these state-sponsored accounts can be used tax-free to cover expenses for a disabled person. Here’s what it takes to qualify and the documents you need.
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Savings Accounts for Special-Needs Children
savings More states are introducing ABLE accounts, which allow you to save money that can be used tax-free to benefit a person with a disability.
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Estate Planning for Parents of Special-Needs Children
insurance How to make sure your child is taken care of even if you're not around.
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Create a Plan for an Adult Child With Disabilities
retirement Setting up a special needs trust could help preserve your child's eligibility for benefits.
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Boost Benefits When Spouse Gets Disability
social security Couples in which one spouse is on disability should consider these claiming strategies to maximize Social Security benefits.
social security
