Broker Check


Special Needs Planning Newsletter

March 2024

Courtesy of
Belvedere Wealth Partners


A Social Security Spousal Benefits Loophole For Caregivers

A little-known provision in the Social Security regulations allows the spouse of a retiree to also receive Social Security benefits, even if they have not yet reached retirement age, so long as they are caring for a child with disabilities.

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Employment Up For People With Disabilities But Gaps Remain

The U.S. Bureau of Labor Statistics recently published its 2023 report on employment among people with disabilities. Per the findings, the disability community last year encountered an increase in employment - its highest rate on record.

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Home Ownership For People With Disabilities

The rental market is often ill-equipped to provide the specific adaptations many individuals with disabilities require. Fortunately, there are many ways to provide private housing for a person living with a disability.

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Legal Guardianship For Adults With Serious Mental Illness

Many people with mental health challenges can live independent lives. However, those with severe impairments may need additional help.

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The opinions voiced in these articles 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.