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Special Needs Planning Newsletter
January 2025

Courtesy of Belvedere Wealth Partners

Disability Planning Numbers Updates for 2025

Disability Planning Numbers Updates for 2025

Disability planning number changes for 2025.

Feds Examine Policies Affecting People With Disabilities

Feds Examine Policies Affecting People With Disabilities

The National Council on Disability released its annual progress report on national disability policy, offering recommendations regarding employment, travel, housing, technology, and disability population data collection.

A Comparison of Special Needs Trusts and ABLE Accounts

A Comparison of Special Needs Trusts and ABLE Accounts

Every family has different needs and circumstances when assessing whether a special needs trust or ABLE account is the better option for their loved one with disabilities.

Estate Planning for Parents of Children With Mental Illness

Estate Planning for Parents of Children With Mental Illness

Planning for the future of a child with mental illness involves careful consideration of their unique needs and circumstances.

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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.