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Special Needs Newsletter

April 2023

Courtesy of
Belvedere Wealth Partners

States Due To Ensure Medicaid HCBS Participants Basic Rights

As of March 2023, states are on the hook to ensure that home- and community-based housing services for its participants are meeting the federal government’s minimum standards.


What Is A Group Home?

Group home settings allow residents to receive extra support in a community setting without sacrificing their independence.


Developing Financial Skills In Kids With Autism

Improving financial literacy is essential for many children and young adults with autism in gaining independence and preparing for adulthood.


What Is A Pooled Trust, And How Can It Protect My Benefits?

What happens if you come into money that pushes you over the income limit for SSI or Medicaid? The answer may be to consider a pooled trust.


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.