November 14, 2019

Here are some things to consider when making holiday gifts to family members who are on public benefits.

November 12, 2019

Things to consider when deciding whether to transfer money from a 529 plan to an ABLE Account.

November 12, 2019

Here are five estate planning documents that you should consider having so that your plans are made in advance and so your family can help you when you need it.

October 1, 2019

Some thoughts about estate planning for people with second marriages.

October 1, 2019

Funding a special needs trust with life insurance can be a means to provide money to a loved one with special needs.

June 5, 2019

A POA is one of the most important estate planning documents you can create, but it is also one that can be misused. Read on for ideas to help protect yourself.

June 5, 2019

A Gift of Independence gift card is a new way to honor, celebrate, reward or support a member of your family, a friend, a co-worker or a neighbor who has opened an ABLE account and set savings goals.

June 5, 2019

All too often people engage in ad-hoc Medicaid or Asset Protection planning without proper legal advice. The consequences can be severe.

May 10, 2019

A standalone third party trust can be a great opportunity for other family members to make a lifetime (or testamentary) contribution to a disabled individual.

May 4, 2019

At long last, HUD has published a letter confirming that ABLE Accounts (and money coming in and out of them) will not adversely affect eligibility for housing benefits. Read the HUD letter here

The letter states that: "Per the mandate of the ABLE Act, for the purpose of determining eligibility and continued occupancy, HUD will disregard amounts in the designated beneficiary’s/individual’s ABLE account."

The Achieving Better Life Experience (ABLE) Act (P.L. 113-295.) was signed into law on December 19, 2014. The ABLE Act allows States to establish and maintain a program under which contributions may be made to a tax-advantaged ABLE savings account to provide for the qualified disability expenses of the designated benefici...

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At long last, HUD has published a letter confirming that ABLE Accounts (and money coming in and out of them) will not adversely affect eligibility for...

HUD Publishes Letter Regarding ABLE Accounts

May 4, 2019

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