Broker Check


Special Needs Newsletter

June 2023

Courtesy of
Belvedere Wealth Partners


Responsibilities Of A Special Needs Trust Trustee

Trustees of special needs trusts have many important responsibilities, but these six likely rank at the top of any trustee's list.

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VITAL Act: Affordable Housing For People With Disabilities

In an effort to address the need for accessible and affordable housing for people with disabilities, Senator Bob Casey introduced the VITAL Act in April 2023.

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ABLE Account Owners Who Work Can Save More Through 2025

ABLE account owners who are employed can contribute work income to this type of account beyond the typical $17,000 annual threshold until the end of 2025.

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Study: Hiring Family To Care For Children With Disabilities

A recent study in Colorado showed that hiring family members as certified nursing assistants can be effective in providing consistent care for children with disabilities.

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The opinions voiced in this article are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies may be suitable for you, consult the appropriate qualified professional prior to making a decision. 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.