Nov 14, 2024 | Blog, Special Needs Trusts
The SECURE Act, SECURE 2.0, and recently released regulations interpreting this legislation have significantly impacted retirement planning, especially as it relates to special needs trusts, which are designed for individuals with disabilities. The changes that these...
Oct 28, 2024 | ABLE Accounts, Blog
U.S. Senators Bob Casey (D-PA) and Eric Schmitt (R-MO) introduced the Ensuring Nationwide Access to a Better Life Experience (ENABLE) Act earlier this year. As of September 20, 2024, the bill has unanimously passed the Senate. What to Know About The Enable Act The...
Oct 16, 2024 | Blog, Government Programs, Resources
Many children with special needs remain in a parent’s home after they become adults, with their parents continuing to be their primary caregivers. However, as children get older, their need for independence may change, as well as their housing options....
Sep 12, 2024 | Blog, Special Needs Trusts
All special needs trusts aim to allow individuals with special needs to save money for future needs while still maintaining their eligibility for government benefits like SSI and Medicaid. However, significant differences exist between pooled special needs trusts and...
