Special Needs Planning Newsletter
June 2025
Courtesy of Belvedere Wealth Partners
10 Tips to Consider for Special Needs Planning
Careful planning for a loved one with special needs is critical in protecting their future. This article offers tips and a comprehensive approach to care and financial support without affecting government benefits
DOJ Rescinds Multiple ADA Guidance Documents
The Department of Justice (DOJ) is removing 11 pieces of guidance clarifying how businesses can comply with the Americans with Disabilities Act (ADA).
The Risks of Crowdfunding for People With Special Needs
While crowdfunding through social media and platforms such as GoFundMe can provide a financial lifeline for individuals with disabilities, it also carries risks, particularly regarding eligibility for means-tested government benefits.
Shared Living Arrangements for Individuals With Disabilities
Shared living arrangements offer an alternative to institutional living, providing individuals with disabilities a sense of community integration, independence, and tailored 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.