skip to Main Content
Midway, PA (724) 796-3040 Erie, PA (814) 315-0123 Franklin, PA (814) 209-4699

Introduction to Special Needs Trusts

In preparation for a loved one's long-term well-being, special needs trusts (SNTs) are an invaluable planning tool. A special needs trust can provide fiduciary management and oversight for a loved one unable to manage property or funds due to physical…

Read more

Senior Living Trends for 2023

With the emergence of senior consumerism, more and more seniors are focusing on wellness and preventing disease by taking proactive and preventative measures. For seniors to thrive and flourish in retirement, technology and reliance on community and home-centered care is…

Read more

Education Trends for Children with Special Needs

As staff shortages, cyber threats, and school violence increase, external forces are reshaping special education needs in K-12. The Covid-19 pandemic and video homeschooling have spawned a growing need for mental health support to treat depression, anxiety, and suicide prevention.…

Read more

How to Balance Caregiving and Your Career

Thousands of baby boomer generation members are now in retirement, and their children are taking on caregiving roles. This can be a rewarding opportunity for adult children to spend time with their parents and give back to them. However, it…

Read more

Managing Claim Denials for Disability Benefits

Individuals can appeal a denial of Social Security Disability Insurance (SSDI) or Supplemental Security Income (SSI).  The appeal process typically involves requesting a reconsideration of the claim, followed by a hearing before an administrative law judge, and a review by…

Read more

Special Needs Trusts and the SECURE Act

Individuals of any age with disabilities can establish a special needs trust, also known as a supplemental needs trust, to maintain eligibility for government benefits. Under the SSA expenditure rules, an SNT can provide additional monies to enhance the beneficiary’s…

Read more

Taxes and Trusts for Children with Special Needs

In order to provide for the needs of a child with special needs or a disabled relative, many families create and fund a special needs trust. It can provide peace of mind to improve a family member’s future quality of…

Read more

Employment Qualifiers and SSDI Benefits

Social Security Disability Insurance (SSDI) benefits are determined by how many work credits you have earned and how long you have worked. You need at least 40 credits, with 20 earned in the last ten years. The number of credits…

Read more

Meet with Your Family to Discuss Caregiving

Eventually, most of us will be faced with caring for a family member or friend who has declining health. Depending on the family’s dynamics, determining who should handle the role and what type of care the ailing relative should receive…

Read more
Back To Top