Understanding the Basics of ABLE Accounts and Special Needs Trusts
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Understanding the Basics of ABLE Accounts and Special Needs Trusts

Planning for your future or the future of a loved one can be overwhelming. When you include the need to consider means-tested government benefits in that planning such as Supplemental Security Income (SSI) or Medicaid, it can seem even more daunting. Means tested government benefits are programs that assist individuals based on a person’s income and…

Navigating Special Needs Trusts: Ensuring a Secure Future for Your Loved One

Navigating Special Needs Trusts: Ensuring a Secure Future for Your Loved One

Needs Planning and Trust Administration. In this article, we’ll delve into the world of Special Needs Trusts, shedding light on different trust types, trustee selection, planning for challenges, and preparing for the road ahead. Protecting Benefits through Thoughtful Estate Planning When creating your estate plan, it’s important to think about those who depend on certain…