Resources

If you die without a Will or some other form of estate planning, the state in which you reside and the IRS will simply make one for you. Of course, they have no interest in avoiding or reducing estate taxes, minimizing estate administration costs or protecting your family and legacy.

Medicare tips include enrolling at the right time to avoid penalties, choosing between Original Medicare and Medicare Advantage, reviewing plans annually, and considering financial assistance options.

The new Tax Cuts and Jobs Act allows families to roll over up to $15,000 annually from 529 savings accounts to ABLE accounts for the same or a family member beneficiary.

Included in the new tax bill, signed by President Trump on December 22, is a provision that could provide some temporary relief for families with high medical expenses.

Some people become disabled as the result of a work-related illness or injury. In these cases, the individual may be eligible for both Social Security Disability Insurance (SSDI) and workers’ compensation benefits. Unfortunately, their total benefits may be limited by what is known as the “workers’ compensation offset.”

People with disabilities are disproportionately low-income. Like many other marginalized communities, people with disabilities are being priced out of many neighborhoods, especially in large metropolitan centers, as rental prices continue to skyrocket and affordable housing stocks dwindle.

The phrase “life estate” often comes up in discussions of estate and Medicaid planning, but what exactly does it mean?

In 2017, Social Security benefits will increase by 0.3%, resulting in a $4 monthly rise for the average recipient. However, higher Medicare Part B premiums may offset this gain.

In recent years, nursing homes have increasingly asked — or forced — patients and their families to sign arbitration agreements prior to admission. By signing these agreements, patients or family members give up their right to sue if they believe the nursing home was responsible for injuries or the patient’s death.

Can you work while on SSI? Yes, if you know the rules. Learn how income affects SSI benefits and more strategies to keep social security benefits while working.

Learn to write a powerful Memorandum of Intent for your loved one with special needs. Special needs planning webinar series.

Safeguard SSI, Medicaid upon settlement or inheritance. Learn strategies to preserve benefits and ensure financial security for individuals with disabilities.

Don't miss experts Michele Fuller & Erika Riggs for a Q&A on special needs planning, disability benefits, SSI rules, and safeguarding your financial future.

Discover how special needs trusts protect benefits while providing fiduciary, caregiving, and asset management support. Learn to avoid common pitfalls and plan effectively for loved ones with disabilities.

Planning gifts for a loved one with disabilities requires careful consideration to avoid impacting their eligibility for government benefits. In this webinar, we will explore how ABLE accounts can be a powerful special needs planning tool for gifting to individuals with disabilities.

Learn the fundamentals of probate in Michigan with a focus on individuals with disabilities. This session will cover key topics such as estate administration for special needs heirs, guardianships for individuals with developmental disabilities, conservatorships, and the vital role of special needs trusts.

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.