Courtesy ofBelvedere Wealth Partners
An important piece in special needs planning is determining where your loved one will live—and how to cover the cost.
Newly introduced legislation may soon alleviate a challenge families sometimes face when planning for a loved one living with disabilities.
When a person with special needs cannot make important financial decisions, the government sends his benefits directly to a third party, known as a representative payee.
New family-friendly guidelines offer advice and important recommendations to a large (but largely under-the-radar) population: adults with Down syndrome.
This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.