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Comparing ABLE Accounts and Special Needs Trusts

In order to supplement their loved one's needs and quality of life while continuing to qualify for public assistance, many people with loved ones with disabilities create special needs trusts (SNTs) to save money tax-free. In 2014, the ABLE Act…

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The Special Needs Planning Process

Enabling the Disabled Families can carefully manage their money to comply with disability-benefit rules while still providing additional perks for disabled people. And, though the rules can be strict, people with disabilities are still permitted autonomy to own some money…

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Estate Planning for the Surviving Spouse

When you lose a spouse or long-time partner, it can be difficult to think beyond the pain you are going through. However, it is crucial to understand there are important and timely decisions you need to make regarding your finances…

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The Different Types of Trusts

Almost everyone has heard of trusts, usually when referring to a beneficiary of one. Some may believe that only wealthy people have trusts, but they are common and useful tools when creating estate plans of all sizes. They are used…

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The Rights Children with Special Needs Have in School

US statistics show a ratio of 1 special education teacher to 17.1 students with learning disabilities. Yet, in the past decade, the percentage of available and competent teachers fell by 17 percent. Many federal and state government educational programs address…

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Preventing Medicaid Penalties

A person must meet the Medicaid program's income and asset requirements in order to qualify for a nursing home, assisted living, or in-home care. As a result of these rules, many candidates give away their money and resources to qualify.…

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Selecting a Special Needs Trustee

Grantors (the individuals who create and fund a trust) generally become trustees when they create a special needs trust (SNT) for a loved one with a disability. However, it is crucial to choose a successor trustee who will continue properly…

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Avoid These Inheritance Mistakes

Dealing with death and receiving an inheritance is an emotional time following the loss of a loved one. The loss of a loved one is sad, but the influx of funds can bring joy or relief. It can be hard…

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A Guide to ABLE Accounts and Disability

Although society has adapted to meet the needs of those with disabilities, living with a disability has its own unique challenges and adversities. One challenge major challenge is financial strain. There are significant additional costs associated with disabled living. However,…

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Five Estate Planning Mistakes

Financial security is one of the most important goals of adulthood, and maintaining it is another. This adage is why many people spend substantial time and effort maximizing their legacy goals in their estate plan, ensuring their wishes come to pass.…

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