Broker Check

Special Needs Planning Newsletter

October 2023

Courtesy of
Belvedere Wealth Partners

Building An Estate Plan For Adult Children With Disabilities

The ever-increasing life expectancies of people with disabilities mean that comprehensive special needs planning requires short- and long-term planning.


How ABLE Accounts Can Help Boost Your Financial Health

According to a new report, individuals with disabilities who receive benefits from means-tested programs like SSI and Medicaid are at the most risk for financial ruin after an emergency.


Intellectual And Developmental Disability: What Is An IDD?

Intellectual or developmental disability, known as IDD, affects approximately 7.39 million people in the United States. Typically present at birth or onsetting in childhood, IDDs adversely impact a person's physical, neurological, or emotional development.


Five Reasons To Contact A Special Needs Planner

In case you haven't thought of checking in with your special needs planner in a while, here are five events that should trigger an immediate call to your planner.


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.