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 questions. A few common themes about special-needs trusts came up during…
Read MoreBest 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 will get millions or be cut out…
Read MoreABLE 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 (SSI) can make the difference between a decent quality of life for our family…
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