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Special Needs Planning

What Assets Are Counted When Applying for SSI?

Posted on: October 22nd, 2018
To be eligible for SSI an applicant can have no more than $2000 in assets, but there are 6 major exclusions that won't count towards that limit......

How to Earn Additional Income Without Losing SSI Income

Posted on: June 15th, 2018
Although Supplemental Security Income (SSI) recipients are subject to rigid asset limits, the federal government has provided a few avenues for beneficiaries to earn income that supplements their SSI benefit....

The Top Five Responsibilities of a Trustee of a Special Needs Trust

Posted on: March 14th, 2018
These five responsibilities likely rank at the top of any trustee's list. How prepared is your trustee for these tasks?...

Are Parents the Best Trustee for a Special Needs Trust?

Posted on: January 30th, 2018
It is common for parents to want to serve as the trustee of their child's special needs trust, however every parent should understand the benefits and drawbacks of doing so....

How to Choose a Special Needs Trustee: 5 Considerations

Posted on: December 12th, 2017
What are the responsibilities of a special needs trust trustee? And what to keep in mind when choosing one....

What Expenses Can ABLE Accounts Pay For?

Posted on: November 16th, 2017
ABLE accounts may be used for more than many beneficiaries realize -- including housing expenses, bus fare, and financial management services....
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