Assured

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...

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...

Artificial intelligence (AI) is becoming a bigger part of everyday life. From voice assistants to helpful planning tools, AI can make daily tasks easier and give people more confidence in managing their goals. In the world of special needs planning, AI is beginning to...

Every day, 2,300 people are reported missing in the United States. When an adult with a cognitive, intellectual, or developmental disability goes missing, they can be especially vulnerable to bad actors or accidents. If lost, intellectually disabled adults may become...

High-net-worth individuals and their families often face complex financial and personal planning needs. Beyond managing significant assets, many families also require ongoing support to ensure that their loved ones, such as aging parents, children with special needs,...

For the tens of millions of Americans living with a disability, financial hardship often accompanies the physical and emotional challenges they can face on the path to full participation in society. Many disabled individuals rely on public benefit programs for...

Families today face a wide range of challenges when it comes to planning, protecting, and managing wealth in the present as well as across generations. These issues often become even more complicated when a loved one has unique care needs, when disputes arise among...

Earlier this month, the Social Security Administration (SSA) expanded its Compassionate Allowances list by adding 13 new conditions to expedite disability benefits for individuals living with some of the most severe and immediately disabling health conditions. In...

At Assured Trust Company, we know that true peace of mind for families goes beyond financial security. That’s why our clients have exclusive access to care management services through Assured Care Company (ACC), our dedicated partner in providing compassionate,...

The Achieving a Better Life Experience (ABLE) Act, enacted in 2014, revolutionized financial planning for people with disabilities by allowing them to save money in tax-advantaged accounts without jeopardizing their eligibility for critical public benefits such...