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Special Needs Planning Newsletter
June 2025

Courtesy of Belvedere Wealth Partners

10 Tips to Consider for Special Needs Planning

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

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

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 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.