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Tag: disability

ABLE Accounts in 2024: Save Up to $18,000 Annually

For nearly a decade, people with disabilities have had the option to accumulate savings in a special tax-free account – without risking their means-tested public benefits. In 2024, the annual limit on how much money one can deposit into these savings vehicles, known as ABLE accounts, will rise, allowing individuals to add up to $18,000…

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Lifetime Money Management for Children With Disabilities

Children with disabilities present a unique challenge for parents who are looking to engage in estate planning. For one, you will want to optimize your estate to use, enhance, and enrich assets for your child. At the same time, maintaining their enrollment in public benefits programs is no doubt going to be essential. To ensure…

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When Should You Consider Changing Your Special Needs Plan’s Key Players?

You have completed and executed your plan for your special needs child.  Everyone you’ve selected to serve—your guardian, your trustee, your health care proxy, your executor, and possibly a trust protector as well—has signed the paperwork.  All set? For now, yes.  But it’s a good idea to review these selections on a regular basis, because…

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Building an Estate Plan for Adult Children with Disabilities

Parents of adult children with disabilities know that their child’s disability needs may change over the course of their lifetime. Planning for the future well-being of an adult child with disabilities is therefore, a responsive, ongoing process. The life expectancy of many adults with disabilities has increased over time. For example, according to research, life…

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Three Types of Special Needs Trusts: Providing Future Support for Your Loved Ones with Special Needs

3 SNTs Can Provide Future Support for Your Loved Ones with Special Needs The first few months (or even years) after receiving a diagnosis of a physical and/or mental disability can be overwhelming and filled with many unexpected questions and challenges.  Your instincts are to provide whatever immediate needs your loved one requires at that…

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What Women Need to Know about Social Security

What Women Need to Know about Social Security.

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What to Do When a Loved One is Diagnosed with Dementia

What to Do When a Loved One is Diagnosed with Dementia.

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My Child Is Struggling In School. What Can I Do?

Acting out? Disciplinary issues? Being bullied? Struggling with or avoiding reading, writing or math? Problems with understanding, starting or completing homework assignments? Fallen behind grade level? Failing classes? If you answer YES to any of these questions, your child may not be getting a Free Appropriate Public Education (“FAPE”).

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Three Types of Special Needs Trusts: Providing Future Support for Your Loved Ones with Special Needs

3 SNTs Can Provide Future Support for Your Loved Ones with Special Needs The first few months (or even years) after receiving a diagnosis of a physical and/or mental disability can be overwhelming and filled with many unexpected questions and challenges.  Your instincts are to provide whatever immediate needs your loved one requires at that…

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The IRS is easing up on ABLE Act Rules

The Achieving a Better Life Experience Act of 2014 (ABLE Act) allows a person with a disability and that person’s family to put money into a special tax-advantaged account that would not destroy eligibility in government benefit programs such as Supplemental Security Income (SSI) or Medicaid. The ABLE Act won final congressional approval and was…

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