Special Needs Planning Blog

- Posted September 26, 2020
What Expenses Can ABLE Accounts Pay For?
One of the common questions that I am asked regarding ABLE accounts is what the money can be …

- Posted September 25, 2020
Five Practical Uses for an ABLE Account
ABLE accounts are definitely a buzz word these days, in least in my world. Many times when anyone …

- Posted September 23, 2020
The Pros and Cons of ABLE Accounts
This is intended to be a very short Pro/Con list of some things to consider when looking into …

- Posted September 19, 2020
Who can Open An ABLE Account?
ABLE accounts, new tax-free saving accounts for people with disabilities, hold great promise for special needs planning. But …

- Posted September 13, 2020
Preschool in a COVID-19 world
Real talk – today my wife and I decided to pull our daughter out of preschool because of …

- Posted September 11, 2020
Special Needs Trusts Are NOT Plans
All too often I will have someone tell me they have a “plan”, because they’ve gotten their Special …

- Posted September 11, 2020
7 Things Parents Can Do To Help Their Autistic Teen Drive
Driving is one of the most important milestones an individual achieves in a lifetime. It symbolizes many things: …

- Posted September 5, 2020
Special Needs Insurance is not a Plan
All too often we see so many who consider themselves Special Needs Planners Are really just special needs …

- Posted September 5, 2020
What Is A Special Needs Advisor
We coined the term Special Needs Advisor to highlight the difference between what we are doing and what …

- Posted September 3, 2020
Theft from SNT Highlights Value of Using a Professional Trustee
A New Jersey man has been charged with stealing $330,000 from the special needs trust (SNT) of a …
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