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A Trust Reduces Financial Abuse Risks for Special Needs Adults

12/21/2022
If you have a family member with special needs adults, you probably already know that they are more vulnerable than your other family members when it comes to manipulation or abuse. What you may not have considered is how a ... Read More

When is a Special Needs Trust Appropriate?

12/21/2022
A trust is a financial planning instrument that contains assets and one person (the trustee) manages it for another person’s (the beneficiary’s) benefit.  There are certain cases where you may want to set up a special needs trust to ensure that your family member ... Read More

Finding The Money For A Special Needs Trust

12/21/2022
Parents may know that a trust can provide long-term financial support for their special needs child. However, they may worry about how they will fund this trust and how the trust will affect their child’s federal benefits. Some parents may ... Read More

Which Type of Special Needs Trust Should I Choose?

12/21/2022
When creating a special needs trust, you need to make sure to choose the right type. There are two options: first-party and third-party. According to the Special Needs Alliance, the most important distinction between the two types of special needs ... Read More
Is Your Child’s Special Needs Plan In Order

Is Your Child’s Special Needs Plan in Order?

12/21/2022
When your child has a significant disability that is expected to last into adulthood, it’s critical to plan for the future. This usually involves setting goals like deciding where they will live, applying for government benefits, and establishing a special ... Read More
Updating Your Loved One’s Special Needs Plan

Updating Your Loved One’s Special Needs Plan

12/21/2022
Once you have a comprehensive special-needs plan in place, it can be a relief knowing that your disabled child, family member, or other loved one’s future is secure. However, it’s always good to review their terms periodically to make sure ... Read More
Is My Loved One With Special Needs Safe From Covid 19 In Their Care Facility

Is my Loved One with Special Needs Safe from COVID-19 in Their Care Facility?

12/21/2022
According to a recent article, in the U.S., thousands of people who are ill with COVID-19 are living in homes for the disabled. This is highly concerning as many residents in these types of facilities already have serious medical conditions. Like ... Read More
Do I Need To Set Up A Special Needs Trust

Do I Need To Set Up A Special Needs Trust?

12/21/2022
If you are the parent of a child or have a loved one with a significant disability, planning for their future expenses is essential. One way to provide for a disabled person’s needs is through a special needs trust. This ... Read More
Can My Disabled Child Have Both An Able Account And A Special Needs Trust

Can my Disabled Child Have Both an ABLE Account and a Special Needs Trust?

12/20/2022
When parents are caring for a disabled child, they have the dual responsibilities of ensuring their daily needs and requirements are met and planning for their future care. The sooner parents begin to save and prepare for their child’s long-term ... Read More

Navigating the IEP Pocess In California

12/20/2022
When your child’s doctor says that he or she has special educational needs, you can ensure the school meets these needs with an Individualized Education Program. This legal document describes your child’s current academic performance, goals and objectives for education, ... Read More