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Special Needs Planning Newsletter
November 2024

Courtesy of Belvedere Wealth Partners

To Marry or Not to Marry: A Story of Disability Benefits

To Marry or Not to Marry: A Story of Disability Benefits

Imagine not being able to marry or even live with the person you love. Understanding how marriage affects means-tested disability benefits is extremely important to long-term planning.

Report: How Feds Can Improve HCBS for People With IDD

Report: How Feds Can Improve HCBS for People With IDD

In a new report, an independent committee outlines recommended strategies for improving community integration for the more than 7 million people in the U.S. with intellectual and developmental disabilities.

Reasonable Accommodations: Accessibility in the Workplace

Reasonable Accommodations: Accessibility in the Workplace

Providing reasonable accommodations for employees with disabilities is one key element in creating a more inclusive work environment.

The Exceptional Family Member Program (EFMP)

The Exceptional Family Member Program (EFMP)

Military members who have a dependent living with a disability may face unique challenges. Their loved one may need special medical care or tailored educational services. The Exceptional Family Member Program provides support.

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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.