by The Academy of Special Needs Planners | Dec 17, 2025 | Uncategorized
Families often name loved ones as trustees with the best of intentions. While this approach can feel personal and reassuring, it can also place family members in difficult positions—especially when complex financial decisions intersect with emotions, differing...
by The Academy of Special Needs Planners | Nov 18, 2025 | Uncategorized
Families often establish trusts to protect a loved one’s financial security, but managing those assets and ensuring the beneficiary receives the right level of care can become overwhelming. This is especially true when the beneficiary has complex medical, cognitive,...
by The Academy of Special Needs Planners | Nov 12, 2025 | Uncategorized
For individuals with disabilities, maintaining access to essential public benefits like Medicaid and Supplemental Security Income (SSI) is critical for long-term care, housing, and medical support. A Special Needs Trust (SNT) can safeguard these benefits while...
by The Academy of Special Needs Planners | Oct 24, 2025 | Uncategorized
Effective special needs planning requires collaboration, trust, and communication between families and the professionals who guide them. Whether developing a special needs trust, integrating investment strategies, or coordinating long-term care, the process works best...
by The Academy of Special Needs Planners | Oct 23, 2025 | Uncategorized
Money held in an ABLE account provides individuals with disabilities a powerful tool to save and manage funds without losing eligibility for vital public benefits like SSI or Medicaid. However, it’s important to understand that there are restrictions on how ABLE funds...
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