Resources

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.

If your child receives Supplemental Security Income (SSI) benefits and is going to turn 18, you should talk with your special needs planner about some important changes that could significantly impact your child’s SSI benefit.

Life insurance can be beneficial in replacing lost income for young families, but as people get older, it can also serve a purpose as part of an estate plan.

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.