Special Needs Planning NewsletterFebruary 2024 Courtesy of |
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Lifetime Money Management For Children With DisabilitiesChildren with disabilities present a unique challenge for parents engaging in estate planning. You'll want to optimize your estate to enhance and enrich assets for your child while maintaining their enrollment in public benefits. |
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When Should You Consider Changing Your Special Needs Plan’s Key Players?A good special needs plan involves many key players, including a guardian or supported decision-makers, a health care proxy, an executor, a trustee and possibly a trust protector. It’s a good idea to review these selections on a regular basis, because change is inevitable. |
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A Parent's Situation Can Shift Child's SSI To SSDI BenefitsBecause of their disability, a person receiving SSI may not have worked long enough (or at all) to qualify for SSDI benefits, but may begin receiving SSDI benefits if a parent retires, becomes disabled, or passes away. |
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Will I Lose My Disability If I Work Part-Time?By participating in the trial work period (TWP), you can preserve your SSDI benefits while you explore whether returning to work is right for you. |
