Broker Check


Special Needs Planning Newsletter

April 2024

Courtesy of
Belvedere Wealth Partners


Food will no longer count as income for ssi recipients

The Social Security Administration (SSA) has announced a major change regarding how it calculates In-Kind Support and Maintenance for recipients of Supplemental Security Income, or SSI. Beginning later this year, the SSA will no longer count "free food" as income.

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Mental Health Parity: What It Is And Why It Still Matters

People coping with mental illness or substance abuse disorder often face significant barriers to getting the treatment they need. For behavioral health advocates, this issue of "parity" hinges on fair and equitable access to care and preventing discrimination.

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Independent Living For People With Disabilities

People with disabilities often face barriers to living on their own. However, a variety of community-based options present an alternative to long-term care facilities, helping individuals with disabilities maintain autonomy.

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Should A Special Needs Trust End If Beneficiary Recovers?

When creating a special needs trust for a beneficiary whose disability may end at some point, should the attorney write a clause into the special needs trust stating that the trust will dissolve if the beneficiary's disability ends? The answer is almost always "no."

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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.