Broker Check

Special Needs Planning Newsletter
August 2025

Courtesy of Belvedere Wealth Partners

The Effects Of Private Equity Firms On Disability Services

The Effects Of Private Equity Firms On Disability Services

The recent trend of private equity firms acquiring companies that provide disability services is having detrimental effects on individuals who rely on these services.

Relocating? Ensure Your Special Needs Plan Moves With You

Relocating? Ensure Your Special Needs Plan Moves With You

Relocating to a new state with a child who has disabilities presents challenges in finding familiar services and navigating different state regulations for special needs trusts and government programs.

Is Autism Considered A Disability?

Is Autism Considered A Disability?

Since not all disabilities are permanent, some people are able to return to work and no longer need SSDI. But what happens if a person's disability returns or worsens and, again, prevents them from working?

Dyslexia Screenings In Early Education

Dyslexia Screenings In Early Education

Although teachers cannot diagnose dyslexia formally, screenings at school can help flag students who may have characteristics of the learning disability.

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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.