Busy trustees deserve payment, but there are important guidelines to follow to determine how — and how much — to bill the trust.
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.
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.
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.
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.
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
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,
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
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.