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Discover informative articles and resources tailored to special needs individuals and their families.

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Special Needs Planning for Sudden Wealth: Settlements, Inheritances, and Windfalls
Financial > Financial Planning

Special Needs Planning for Sudden Wealth: Settlements, Inheritances, and Windfalls

By James Williams
...account. The asset limit for SSI is $2,000 for an individual....limit for SSI is $2,000 for an individual. Medicaid...is fixable with advance planning. The key is keeping the...personal injury settlement for $100,000 sitting in a savings...to preserve the funds for future needs without sacrificing...preserve the funds for future needs without sacrificing the...
Annual Review of Your Special Needs Plan: Checklist for Families
Financial > Financial Planning

Annual Review of Your Special Needs Plan: Checklist for Families

By James Williams
Most families complete special needs planning once and...families complete special needs planning once and put...complete special needs planning once and put the documents...happens next: your child's needs change. The trustee you...third-party trust. You'll need a first-party trust with...reflect what your child needs? If the trust was drafted...
Medicaid Estate Recovery and Special Needs Trusts
Financial > Financial Planning

Medicaid Estate Recovery and Special Needs Trusts

By James Williams
...establish special needs trusts,...special needs trusts,...can pay for during the...they paid for long-term...any age. For individuals...Medicaid for decades,...probate. Special needs trusts...Special needs trusts exist...not all special needs trusts...special needs trusts work...first-party special needs trust...special needs trust holds...the state for Medicaid...invalid for Medicaid...
Leaving Money to a Child with a Disability in Your Will: Common Mistakes to Avoid
Financial > Financial Planning

Leaving Money to a Child with a Disability in Your Will: Common Mistakes to Avoid

By James Williams
...SSI asset limit of $2,000 for individuals. Benefits stop....depends on income and assets. For SSI, the asset limit is...the asset limit is $2,000 for an individual, $3,000 for...for an individual, $3,000 for a couple. Medicaid uses...doesn't matter if they need the money for housing,...if they need the money for housing, medical care,...
Special Needs Planning for Divorced or Blended Families
Financial > Financial Planning

Special Needs Planning for Divorced or Blended Families

By James Williams
...disabilities, standard estate planning advice doesn't address...name a guardian. You need to structure beneficiary...child from SSI. You need trustee arrangements...unilateral control. And you need guardianship plans...misstep as grounds for disqualification. Why...Risks. Third-party special needs trusts protect...Third-party special needs trusts protect SSI...
The Letter of Intent: How to Write the Most Important Document in Your Special Needs Plan
Financial > Financial Planning

The Letter of Intent: How to Write the Most Important Document in Your Special Needs Plan

By James Williams
...setting up a Special Needs Trust...a Special Needs Trust and...organize financial documents,...in their special needs plan...their special needs plan isn't...It's written for the people...child eat for breakfast?...life. Many special needs planners...Many special needs planners consider...part of the planning process, even...of Intent for a few common...exists. Estate planning conversations...
Unlocking Financial and Government Support for Individuals with Special Needs
Financial > Government Benefits

Unlocking Financial and Government Support for Individuals with Special Needs

By Oliver Smith
Understanding Financial and...with special needs...special needs and...pay for things...apply for them....Creating a Special Needs...Special Needs Trust....Trust. A special needs...special needs trust...money for a loved...eligibility for government...pay for things...up a special needs...special needs trust...careful planning and...The Special Needs...Special Needs Alliance...resource for finding...experienced special needs...special needs attorney....that financial gifts...with special needs....special needs. This...
Achieving Financial Independence for Individuals with Special Needs
Financial > Scholarships

Achieving Financial Independence for Individuals with Special Needs

By Emily Roberts
Understanding Financial Literacy....Literacy. Financial literacy...wisely. For individuals...with special needs,...special needs, financial...needs, financial literacy...important for achieving...up for a desired...basic financial concepts...with special needs...special needs enter...adulthood, financial literacy...smart financial choices...to financial exploitation....Setting Financial Goals....of financial literacy...goals. For someone...with special needs,...special needs, a...up for a new...funds for a special...a special trip....clear financial goals...like planning ahead...
Navigating Financial Resources for the Special Needs Community
Financial > Loans

Navigating Financial Resources for the Special Needs Community

By Jack Foster
Understanding Financial Planning...Financial Planning for...Planning for Special...for Special Needs....Special Needs. Financial...Needs. Financial planning...Financial planning is...important for everyone....prepare for the...future. For people...with special needs...special needs and...families, financial planning...financial planning is...important. Special needs...Special needs can...with special needs...special needs often...equipment. Planning ahead...costs. Financial planning...Financial planning involves...you'll need to...your needs change....provide financial assistance...assistance for people...is for people...is for people...basic needs. Some...search for government...qualify for at...benefits.gov. Special Needs...Special Needs Trusts...Accounts. Special needs...Special needs trusts...
Navigating the Housing Landscape for Individuals with Special Needs
Financial > Housing Assistance

Navigating the Housing Landscape for Individuals with Special Needs

By Amelia Scott
...of Financial and...with special needs...special needs often...additional financial and...critical for their...options. Financial planning...Financial planning is key...stability. Special needs...Special needs trusts...eligibility for benefits....with a financial advisor...in special needs...special needs planning...needs planning can...Housing Needs. Every...with special needs...special needs has...individual needs and...if needed Opportunities...Opportunities for community...like Special Needs...Special Needs Alliance...
Understanding Legal Rights and Government Assistance for Special Needs Individuals
Legal > Government Benefits

Understanding Legal Rights and Government Assistance for Special Needs Individuals

By James Williams
...Rights for Individuals...with Special Needs....Special Needs. Individuals...with special needs...special needs have...with special needs...special needs and their...provides financial assistance...apply for these...office. Special Needs...Special Needs Trusts...Estate Planning. Special...Planning. Special needs...Special needs trusts...a way for families...provide financial support...support for a loved...eligibility for government...to pay for things...
Creating a Legal Plan for Your Child's Future
Legal > Advocacy

Creating a Legal Plan for Your Child's Future

By SpecialNeeds.com Editor
...abilities and the needs of each child...plan tailored for that child's future....and scary time for both the parent...the opportunity for the child to spread...decision-making skills for our children to...experienced in special needs planning,...experienced in special needs planning, they...special needs planning, they discuss...limitations. Financial Responsibilities...

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