Assured

A quarter of households in the United States include at least one family member with a disability. These families grapple with complex legal and financial issues. What will happen to the individual with a disability when caregivers pass away? How can families save...

When families begin planning for the future, they often focus on creating a will or trust to protect a loved one. However, one important question sometimes comes later: Who will actually manage things when we can’t? For many families, the assumption is that a sibling,...

For families who have a loved one with disabilities, one of the most important questions is: How do we provide financial support without jeopardizing essential public benefits? A Third-Party Special Needs Trust (SNT) offers a thoughtful and powerful solution —...

For individuals living with disabilities, maintaining eligibility for needs-based public benefits such as Supplemental Security Income (SSI) and Medicaid is often essential. At the same time, many individuals receive personal injury settlements, inheritances, or other...

On Thursday, March 5, 2026, the Office of the Inspector General for the Social Security Administration will lead the seventh annual National “Slam the Scam” Day - a nationwide effort to raise awareness about government imposter scams. This important awareness campaign...

Choosing the right trustee is one of the most important decisions in any estate plan. While many families initially consider a trusted friend or family member, there are circumstances where a corporate trustee can provide added stability, expertise, and peace of mind...

There’s exciting news for Kansans with disabilities and the families who support them. ABLE account eligibility has officially expanded, opening the door to financial independence for thousands more individuals across our state. As of January 1, 2026, the federal ABLE...

Families often step into trustee roles out of love and responsibility. But when a beneficiary’s needs become more complex, particularly with aging and cognitive decline, even the most dedicated family trustee can feel overwhelmed. This case study illustrates how...

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...

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,...