As parents, it’s hard to treat all children fairly, despite their different personalities and capabilities. Most try to ensure that one child never feels less
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Review These Retirement Planning Criteria
Stock Investor’s recent article, “6 Retirement Estate Planning Criteria You Must Address,” says every retiree’s investment objective should address these six criteria: Minimum required yield.
ABLE Act a Big Break for the Disabled
The Achieving a Better Life Experience, or ABLE ACT, was passed by Congress in 2014 and lets individuals with disabilities establish special tax-advantage accounts to
Retirement in Special Needs Families
The big challenge for many Special Needs Families is balancing the financial needs of retirement with the long-term needs of a child with a disability.
Massachusetts Looks at Changing Special Needs Trusts
A recent article in The Boston Globe, “MassHealth may force seniors to make hard choice,” explains that disabled seniors in the state may need to
Planning for Incapacity is Wise Move
Many of us are not very proactive in estate planning or aware of the issues of elder law, even though we know that eventually we
Federal Legislation Passed to Protect Special Needs Trusts
The U.S. House recently passed the Special Needs Trust Fairness and Medicaid Improvement Act (H.R. 670) by a vote of 382-22. This legislation corrects a
Retirement Planning with a Special Needs Child
Having a special needs child adds complexity to retirement planning. Parents must pay attention to minute but critical details—like beneficiary designations for their workplace 401(k)—while
Special Needs Trusts Available to Everyone Who Needs One
A child who suffers the onset of severe epilepsy and developmental regression may require lifelong special needs. This calls for a redrafting of a basic
A Life Change Means It’s Time for an Estate Planning Review
“Having an estate plan doesn’t mean that the job of protecting your family’s future (and present) ends.” If you have an estate plan in place,