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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.
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Should a Special Needs Trust End If Beneficiary Recovers?
Not all disabilities are necessarily permanent. Take, for example, Talonda Mulgrew, who sustained a traumatic brain injury at age 16. Her loved ones assumed that her resulting disabilities would persist for the rest of her life. Talonda's family established a special...
Will I Lose My Disability if I Work Part-Time?
According to the Center on Budget and Policy Priorities, 7.4 million people received Social Security Disability Insurance (SSDI) payments in 2023, including 89,000 spouses and 1.1 million children. SSDI supports workers who develop disabilities before they retire, as...
Legal Guardianship for Adults With Serious Mental Illness
Mental illness affects one in five adults in the United States, the National Institute of Mental Health reports. The severity of mental illness varies. Serious mental illnesses are mental, behavioral, or emotional disorders that cause significant life impairment and...
Do Personal Injury Settlements Affect SSI or SSDI Benefits?
The answer to how personal injury settlements affect Social Security Disability Insurance (SSDI) or Supplemental Security Income (SSI) benefits depends on your specific situation. However, there is a general answer: SSDI – No, your settlement does not affect SSDI...
Home Ownership for People With Disabilities
People with disabilities often require housing that accommodates their unique needs. In many cases, group living facilities may be appropriate, with the group environment providing stability and support. In other cases, the person with special needs requires a...
What Is the Social Security Disability 5-Year Rule?
Social Security Disability Insurance (SSDI) provides financial assistance to workers who become disabled and their families. The Center on Budget and Policy Priorities reports that 7.4 million Americans received Social Security disability benefits in 2023. Unlike...
A Social Security Spousal Benefits Loophole for Caregivers
An individual who has retired may apply to begin receiving Social Security retirement benefits. If they have a child with a disability, the child may qualify for certain Social Security benefits, too. For instance, your child may be eligible for Social Security...
Reasons Veterans Miss Out on Veteran Disability Benefits
Today, more than 18 million American military veterans are living in the United States. To address the needs of this population, the U.S. Department of Veterans Affairs (VA) has expanded health, education, home loan, and other veteran benefits over the years. VA...
Planning for Children and Adult Children With Special Needs
Individuals with special needs may have a developmental disorder, such as autism, ADHD, or Asperger's syndrome. They may have an intellectual disability such as Down syndrome. Or, perhaps they have a learning disability such as dyslexia or physical impairments that...
Lifetime Money Management for Children With Disabilities
Children with disabilities present a unique challenge for parents who are looking to engage in estate planning. For one, you will want to optimize your estate to use, enhance, and enrich assets for your child. At the same time, maintaining their enrollment in public...