Resources
We’ve Put Together a
Library of Information
Below you’ll find a selection of informational blog posts about related financial concepts and strategies. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends.
Search
Categories
Archieves
Special Needs News | November 2024
Special Needs News | November 2024 Update on 2025 Social Security Disability Benefits Payouts If you rely on Social Security disability benefits programs such as Supplemental Security Income (SSI) or Social Security Disability Insurance (SSDI), the year ahead will...
Special Needs News | October 2024
Special Needs News | October 2024Funding a Special Needs Trust With a Structured Settlement A structured settlement is ideally suited as partial or full funding for a first-party special needs trust with a disabled beneficiary. It also lowers administration costs...
Special Needs News | September 2024
Special Needs News | September 2024 SSA Names 9 New Compassionate Allowance Conditions in 2024 This past month, the Social Security Administration expanded its Compassionate Allowances list by nine additional conditions. Microschools as an Option for Students With...
Special Needs News | August 2024
Special Needs News | August 2024Will My Disability Benefits Change When I Turn 65? Individuals with disabilities who qualify for SSDI and/or SSI may wonder what happens to their disability benefits when they reach retirement age.Does a Personal Injury Settlement...
Special Needs News | July 2024
Special Needs News | July, 2024 More People to Qualify for SSI Under New Rental Subsidy Rule The Social Security Administration has published a final rule simplifying and expanding its rental subsidy program for Supplemental Security Income that is likely to allow...
Special Needs News | May 2024
How Are Benefits for Disability (SSDI) Calculated? Explore Independent Living for People With Disabilities. Understand CRDP and CRSC Support Retired Disabled Veterans. Learn more about Social Security Overpayment Rules Changing Under New Leader.
Is a Personal Injury Settlement Taxed?
Approximately 6 percent of adult Americans experience an activity-limiting injury every three months, according to the Centers for Disease Control and Prevention (CDC). Injuries can happen because of carelessness, such as distracted driving or a slippery floor at a...
Preventing Guardianship Abuse of People With Disabilities
If you have a loved one living with a disability, you should be aware of the signs that these individuals may be facing abuse or exploitation in the guardianship system. Legal Guardianship An individual living with certain disabilities may benefit greatly from having...
Will a Special Needs Trust Impact Your Section 8 Voucher?
Half of Americans report that access to affordable housing is a problem in their community, according to the Pew Research Center. For families affected by disability, housing costs can pose a particularly significant concern. According to the Center on Budget and...
Supplemental vs. Special Needs Trusts: Any Difference?
Have you heard the terms “special” needs trust and “supplemental” needs trust and wondered what the difference is? The simple answer is that there’s no difference. Whether supplemental or special, these trusts serve the same purpose of helping meet the needs of...