by The Academy of Special Needs Planners | Jan 29, 2023 | News
For most people, the durable power of attorney is the most important estate planning document available — even more useful than a will. A power of attorney allows a person you appoint — your “attorney-in-fact” or “agent” — to act in your place for financial purposes,...
by The Academy of Special Needs Planners | Jan 26, 2023 | News
Many parents and families planning for the care of their loved one with special needs will consider setting up a special needs trust. (Special needs trusts are also often referred to as supplemental needs trusts and SNTs). These trusts allow assets to be left to a...
by The Academy of Special Needs Planners | Jan 23, 2023 | News
There are some serious drawbacks to many options for giving gifts to grandchildren. For instance, there might be no tax or estate planning advantages. Or, you may have no control of the funds (or lose control after a certain point). The money could also affect a...
by The Academy of Special Needs Planners | Jan 19, 2023 | News
Though the disability community has largely shifted away from advocating for institutionalization to emphasizing community-based care for adults with intellectual and developmental disabilities (IDD), intermediate care facilities may still be appropriate in some...
by The Academy of Special Needs Planners | Jan 11, 2023 | News
An important part of special needs planning is protecting your loved one from financial abuse. A True Link card is a tool you may not have considered before, but it could save your family member from exploitation and predatory banking practices. Although True Link...
Recent Comments