Eric KearneyJun 5, 20192 minGift Cards: A New Way to Contribute to ABLE AccountsA 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 nei
Eric KearneyFeb 16, 20192 minWhat Can a Special Needs Trust Pay For?A special needs trust is designed to provide a person with a disability the funds to enhance her quality of life while at the same time a...
Eric KearneyJun 4, 20182 minSocial Security Provides Guidance on the Use of Prepaid Debit Cards by Special Needs Trust BeneficiaSSA recently issued new guidance regarding the use of prepaid debit cards like True Link with Special Needs Trusts. This marks the first tim
erickearneyMay 2, 20183 minHighlights From the New POMSSpecial Needs Planners are excited about the new POMS that the Social Security Administration released regarding Special Needs Trusts. Learn
Eric KearneyMay 1, 20181 minNew SSA POMS on Special Needs Trusts IssuedNew guidance from Social Security Administration regarding Special Needs Trusts (SNTs) has issued. Take a look at the provisions.
Eric KearneyMay 1, 20182 minWhat Assets Are Not Counted When Applying for SSI?Supplemental Security Income (SSI) is a federal program that helps people with disabilities and very low incomes pay for food, clothing a...
erickearneyApr 3, 20181 minSocial Security Administration Updates SSI Resource List to Include SNTs and ABLE AccountsThe Social Security Administration’s Understanding Supplemental Security Income (SSI) website is a recently updated reference for benefic...
Eric KearneySep 13, 20171 minCMS Guidance on ABLE AccountsAt long last the Centers for Medicare & Medicaid Services (CMS) had provided guidance to states on how to treat “ABLE” accounts in Medica...
Eric KearneyMay 24, 20172 minEstablishing an ABLE AccountIf you or a family member are disabled (per social security standards) and the onset of the disability was prior to the age of 26 you may...
erickearneyOct 11, 20162 minIf Your Child Receives SSI and Is Turning 18, It's Time to Talk to Your Special Needs PlannerIf your child receives Supplemental Security Income (SSI) benefits and is going to turn 18, you should talk with your special needs plann...