by The Academy of Special Needs Planners | Jan 7, 2025 | Uncategorized
Business succession planning is a critical aspect of estate planning, particularly for family-owned businesses, closely held corporations, and enterprises where ownership and management are intertwined. Corporate fiduciaries—such as banks, trust companies, and wealth...
by The Academy of Special Needs Planners | Jan 2, 2025 | Uncategorized
Selecting a corporate fiduciary (or trustee) is a critical decision for individuals, families, and organizations who need expert trust administration services, estate planning expertise, and someone to oversee their overall wellbeing. The corporate fiduciary will be...
by The Academy of Special Needs Planners | Dec 16, 2024 | Uncategorized
Medicare is the federal health insurance program for older adults and people with disabilities, including certain chronic conditions. According to the Center for Medicare Advocacy, more than 65 million individuals participate in the program. Disability and Medicare...
by The Academy of Special Needs Planners | Dec 10, 2024 | Uncategorized
A special needs trust (SNT) and an Achieving a Better Life Experience (ABLE) account each provide a tax-free way for people with disabilities to save money. Both options provide a mechanism for saving money and protecting resources that ensures the disabled individual...
by The Academy of Special Needs Planners | Dec 2, 2024 | Uncategorized
Choosing not to have a corporate trustee—such as a bank, trust company, or other professional fiduciary—can expose the trust and its beneficiaries to several potential legal risks. While individual trustees (often family members or friends) can serve effectively,...
by The Academy of Special Needs Planners | Nov 5, 2024 | Uncategorized
What Is an ABLE Account? ABLE (Achieving a Better Life Experience) accounts offer people with disabilities a great, tax-free way to accumulate money without jeopardizing their qualifications for Supplemental Security Income (SSI) and other means-tested programs....
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