Broker Check

Special Needs Newsletter

September 2022

Courtesy of
Belvedere Wealth Partners


Mainstream Vouchers Can Help People With Disabilities, and Their Families, Afford a Place to Live

Mainstream vouchers provide federally funded housing assistance to persons aged 18 to 61 with a disability, who are homeless, are living in an institution, or are at risk of homelessness or institutionalization. 

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Looking After Those With Special Needs Exacts Toll on Caregivers — and the Pandemic Made That Worse

Caregivers are facing financial, health care, and social challenges, according to Fidelity’s 2022 American Caregivers Study, which offers a snapshot of who caregivers are and the challenges they face.

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Is a Qualified Disability Trust Right For Your Estate Plan?

A qualified disability trust (QDT) can minimize unnecessary tax consequences.

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Accessory Dwelling Units Promote Independence Near Family

By building an Accessory Dwelling Unit, a small home on your property, you can help your loved one overcome the obstacles to independent living.

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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.