Estate Planning
When Is It OK for an SNT Trustee to Be Compensated?
Busy trustees deserve payment, but there are important guidelines to follow to determine how — and how much — to bill the trust.
David Fulton March 28, 2022
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Medicare
Medigap-Filling the Gaps in Medicare Can Be Difficult for SSDI Recipients
Individuals with disabilities under age 65 often face obstacles in purchasing Medigap insurance that older Medicare beneficiaries do not face. In many states, Medigap policies are either not available to younger beneficiaries due to their age or the premiums are too costly.
David Fulton September 15, 2021
Social Security
Never Say Never: Navigating the Social Security Appeals Process if You’ve Been Denied Benefits
The appeals process after being denied Social Security disabilities benefits is a long and winding road, but worth navigating. Here’s what is involved, at every level.
David Fulton September 15, 2021
Social Security
Bill Introduced to Raise SSI Asset Limit, Make Other Reforms
The amount of money that Supplemental Security Income (SSI) recipients can have without losing benefits has been frozen at $2,000 since 1989. New legislation would increase that limit and make other changes.
David Fulton August 11, 2021
Estate Planning
Leaving an Inherited IRA to a Special Needs Trust Is No Longer Such a Bad Idea
An exception to the SECURE Act’s otherwise stringent rules about distributions from inherited IRAs potentially changes longstanding advice about leaving retirement funds to a special needs trust.
David Fulton August 11, 2021
College Costs
Tax-Advantaged 529 Accounts; What families need to consider
According to the College Board, the most recently published figures of the average annual cost of tuition and fees at a public university for a
David Fulton August 6, 2021
Featured
What Issues Should I Consider For My Child With Special Needs Checklist?
Clients who have children with special needs must deal with a unique set of planning issues. In addition to health, educational, and care planning issues,
David Fulton July 11, 2021
Estate Planning
A Menu of 8 Important Trust Options
A trust is an instrument set up to hold the property of an individual, often called the grantor, for one or more designated beneficiaries. The
David Fulton June 8, 2021
Estate Planning
What Issues Should I Consider When Reviewing My Estate Plan
Estate planning is a critical aspect of the financial planning process. Reviewing your documents is an important exercise, both at the outset and throughout changes
David Fulton June 8, 2021
Estate Planning
Bill Would Allow All Military Retirees to Name Special Needs Trusts as Beneficiaries of Pension Plans (Survivor Benefit Plan)
A bipartisan bill fixes a flaw in earlier legislation and would finally allow any veteran to allocate pension payments to a trust for their survivors with special needs.
David Fulton May 12, 2021
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