Resources

Transferring assets to qualify for Medicaid can make you ineligible for benefits for a period of time. Before making any transfers, you need to be aware of the consequences.

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.

After deciding a special needs trust is appropriate, one of the most difficult choices parents make is the nomination of the trustee.

Individuals seek professional guidance to protect their assets, children, spouse, partner or other family members after they are gone. If their loved one is an individual with disabilities who depends on means-tested public benefits to meet his or her basic needs, it is essential to choose experienced counsel to help protect his or her present and future eligibility.

A Special Needs Trust (SNT) can pay for supplemental needs like education, therapy, and housing, ensuring benefits without impacting government aid. Find out what else an SNT can cover here.

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.”

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.