Evaluating your countable resources is key to determining your SSI eligibility. Making this evaluation, however, can be complicated and confusing. Start by determining which items owned by you or owned by the planned SSI recipient are “resources”. A “resource” for...
Families of individuals with special needs use special needs trusts to save for future expenses and protect eligibility for government benefits. Eventually, you or, in the case of 3rd party special needs trusts more likely the successor trustees, will need to use some...
