We’ve noticed that more people are talking about estate planning and are actually doing something about it. I’m not sure if the increase means a concern about our mortality because of the global pandemic, or it is that people finally have some time to get...
Prepaid Debit Cards Enable Special Needs Trust (SNT) Beneficiaries to Quickly and Independently Make Purchases More and more, trustees of SNTs are relying on “administrator-managed prepaid debit cards” when disbursing funds to beneficiaries. True Link is a...
May 13, 2019
I’ve worked with Jerry and his office for a few years now. He’s been very helpful with my needs, and he’s also been supportive of activities and events related to my own disability. Even though I have a disability, I’m a big believer in continuing to live an active...
First, What’s the Difference Between SSI and SSDI? Supplemental Security Income (SSI) is a federal program that helps people with disabilities and very low incomes pay for food, clothing, and shelter. SSI is often confused with Social Security Disability...
Effective special needs planning should not only address current daily routines and needs of your loved one, but also their future needs. This is best done through financial and/or estate planning. Continuity of Care for a Trust Beneficiary If you are the main person...
