One of the more difficult tasks in establishing your special needs financial plan is estimating expenses of your adult child after he or she begins
One of the biggest changes resulting from the recently passed SECURE Act legislation was the elimination of the Stretch IRA provision which allowed beneficiaries to take
Now that STABLE accounts are available to individuals with disabilities, parents and guardians often ask whether they should establish a trust for their loved one
As their child with a disability reaches adulthood, families give increased thought to their child’s housing needs. Many families want to promote the maximum independence
Special Needs Trusts (SNTs) have their advantages and disadvantages to consider in the estate planning process. The recent CMS directive regarding ABLE contributions highlights how
Since their inception, Roth accounts have been a great saving vehicle for families planning for their retirement. This saving tool has also been a nice
In last month’s Disability Insights, various tax issues of particular importance to individuals and families with disabilities were discussed. In this article, we take a
For many parents choosing someone to look after their child with a disability is the most difficult part of their estate planning process. The chosen person
I get many questions about when STABLE accounts might be the most appropriate savings/investment vehicle for the individual with a disability. This article addresses one
Raising a child is expensive and can cost about a quarter of a million dollars, excluding college. For a child with special needs, that cost
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