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Estate Planning

Special Needs Trusts: Providing Future Support for Your Loved Ones with Special Needs

Special Needs Trusts: Providing Future Support for Your Loved Ones with Special Needs The first few months (or even years) after receiving a diagnosis of a physical and/or mental disability can be overwhelming and filled with many unexpected questions and challenges.  Your instincts are to provide whatever immediate needs your loved one requires at that…

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The IRS is easing up on ABLE Act Rules

The Achieving a Better Life Experience Act of 2014 (ABLE Act) allows a person with a disability and that person’s family to put money into a special tax-advantaged account that would not destroy eligibility in government benefit programs such as Supplemental Security Income (SSI) or Medicaid. The ABLE Act won final congressional approval and was…

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Bill Would Increase Access To Special Needs Trusts

Legislation approved by the U.S. Senate this week may soon make it easier for people with disabilities to save money. The bill known as the Special Needs Trust Fairness Act would allow individuals with disabilities to establish a special needs trust for themselves. Under current law, such trusts must be created by a parent, grandparent,…

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