Broker Check

Special Needs Planning Newsletter
May 2025

Courtesy of Belvedere Wealth Partners

How Education Cuts May Affect Students With Disabilities

How Education Cuts May Affect Students With Disabilities

The second Trump administration has recently made significant budget cuts to the United States Department of Education and has made clear its intention to close the department permanently.

How Long Does It Take Before SSDI Benefits Begin?<br/>

How Long Does It Take Before SSDI Benefits Begin?

A waiting period helps ensure that SSDI applicants genuinely have a lasting disability, not a short-term illness or injury from which they may recover.

ABLE Accounts: When the Beneficiary Is No Longer Disabled

ABLE Accounts: When the Beneficiary Is No Longer Disabled

If an ABLE account has been set up for a person with special needs, what happens to the account if the beneficiary no longer qualifies as “disabled” according to IRS regulations due to medical improvement or inaccurate diagnosis?

Fighting Health Insurance Claim Denials

Fighting Health Insurance Claim Denials

Insurance companies deny a significant number of health insurance claims for millions of people each year, including individuals with disabilities, but many denials can be successfully appealed.

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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.