Special Needs Planning
Special Needs Planning Articles
Preserving government benefits while providing for loved ones with disabilities.
Special Needs Planning
The SNT Mistake That Costs Families $100K+ in Benefits
One wrong provision in a special needs trust—or leaving money directly to a disabled beneficiary—can cost over $100,000 in lost government benefits. Learn how to protect your loved one.
December 10, 202510 min
Special Needs Planning
ABLE Accounts vs. Special Needs Trusts: Which Do You Need?
ABLE accounts and special needs trusts both help disabled individuals without losing government benefits, but they work differently. Here's how to choose—or use both.
December 8, 20258 min
Special Needs Planning
Letter of Intent for Special Needs Planning: What Caregivers Need to Know
A Letter of Intent is a non-legal document that guides future caregivers about your disabled loved one's needs, preferences, and daily life. Here's how to create one that actually helps.
December 5, 20259 min