The ABLE Act changed the way we think about saving and spending money for our family members with special needs. For the first time, we can now have a simple, tax-advantaged way to save that also allows our family member to access money without fear …
Blueprints For Special Needs Families by Rob Wrubel, CFP® AIF® AEP®
Three Steps To Have Your Special-Needs Trust In Place In 30 Days
Last month, I spent two and a half days at the National Down Syndrome Congress’ annual convention in Dallas. The NDSC asked me to give a workshop on special-needs planning and I spent the time before my session talking with families and answering …
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Best Intentions Can Ruin Your Plans – Communicate To Preserve Benefits
TV shows and movies look to enhance drama in every scene and a favorite device to create tense emotions when someone dies is the reading of the will. These scenes have the characters sitting on the edges of their seats and we know they are wondering if they …
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ABLE Account Updates
Families with special-needs members watched with worried hearts and concerned minds as Congress debated and approved changes to the tax code in December 2017. There is a lot at stake for our families – programs like Medicaid and Supplemental Security Income …
Simplify for Successful Planning
There’s a reason the first words from our mouths are “mom” or “dad.” And it’s not just because those are the people we see all the time for the first few months of life. Mom and dad are simple words. One syllable each. Easy to form. Words that do not require …
