ABLE accounts are a relatively new planning tool available to individuals with disabilities. Here are details on the ABLE account programs of three states that allow out-of-state [...]
Four Reasons Why Dropping Medicaid Is Usually Not a Good Idea, Even After a Large Award or Settlement
Many newly “wealthy” clients ask what the value is of staying on Medicaid. Shouldn’t millions of dollars be sufficient to pay for health care? There are a number of reasons [...]
Special needs planners often recommend life insurance as a funding mechanism for an SNT. Here's why, and what your main choices are.
When leaving a home to your children, you can avoid probate by using either joint ownership or a revocable trust, but which is the better method?
A U.S. Department of Education website that provides information on the Individuals with Disabilities Act (IDEA) is no longer accessible and two senators are demanding answers from [...]
A couple who are both age 60 and who purchase new long-term care insurance coverage can expect to pay between 6 and 9 percent more compared to a year ago according to the [...]
President Trump signed an executive order calling for a review of the fiduciary rule that was intended to prevent financial advisers from steering their clients to bad retirement investments [...]
Kelly Piacenti, head of MassMutual's SpecialCareSM, has joined the Advisory Board of the Academy of Special Needs Planners (ASNP).