Special Needs Planning NewsletterSeptember 2024 Courtesy of |
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How To Get a Disabled Parking PermitUnderstanding the types of disabled parking permits available, the process for obtaining them, and where they can be used is necessary for those who require these accommodations. |
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Bill Would Make Expiring ABLE Account Provisions PermanentThe Tax Cuts and Jobs Act (TCJA) of 2017 made significant changes to the U.S. tax code. Many of its provisions are set to expire, or "sunset," at the end of 2025. |
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Funding a Special Needs Trust With a Structured SettlementA structured settlement is ideally suited as partial or full funding for a first-party special needs trust with a disabled beneficiary. It also lowers administration costs since only trust assets are subject to fees. |
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SSA Names 9 New Compassionate Allowance Conditions in 2024This past month, the Social Security Administration expanded its Compassionate Allowances list by nine additional conditions. |
