Resources

A retirement trust is an irrevocable trust that holds retirement assets, provides benefits during retirement, and offers tax advantages by managing distributions. Find out if it's right for your needs

Wills and trusts each serve unique functions in an estate plan. Learn about the differences between these two in our blog.

There are certain elements you should be sure to include in your estate plan. Wills and trusts are just the beginning.

‍A 2-day experience dedicated to the education of professionals who plan for persons with disabilities and administer special needs trusts.

The COVID-19 pandemic has been particularly devastating to people with disabilities. Studies indicate that they are three times as likely to die from the virus as the general population.

President-elect Joe Biden has made more promises to the disability community than perhaps any incoming president in U.S. history, raising the hopes of advocates. The former vice president’s proposals range from strengthening enforcement against disability discrimination to nearly doubling the Supplemental Security Income (SSI) monthly benefit.

The coronavirus pandemic has had a devastating impact on the elderly, particularly those in nursing homes and other long-term care facilities. This has raised questions about how the virus has influenced the costs and provision of long-term care insurance, which covers care in facilities and sometimes at home as well.

When purchasing a Medigap policy to supplement Medicare, it's crucial to shop around, as prices for identical coverage can vary significantly between insurers.

Illegal evictions of Medicaid nursing home residents are nothing new, but the coronavirus pandemic is exacerbating the problem, according to an investigation by the New York Times.

Navigating Supplemental Security Income (SSI) benefits can be complex, but understanding the process is crucial for securing the financial well-being of a loved one with special needs.

Deciding between guardianship and power of attorney is an important decision that can significantly impact the care and protection of a loved one. In this webinar, we will guide you through the key differences between these two legal tools and explain when each is appropriate.

From birth until age 18, parents have the authority to make all medical and financial decisions for their children. However, once your child turns 18, they are considered legal adults, entitled to privacy and protection of their personal information.