Broker Check

Special Needs Planning Newsletter
October 2025

Courtesy of Belvedere Wealth Partners

ABLE Accounts: Big Changes Coming in 2025-2027

ABLE Accounts: Big Changes Coming in 2025-2027

Takeaways The One Big Beautiful Bill Act (OBBBA) and the ABLE Age Adjustment Act are introducing significant changes to ABLE accounts, expanding eligibility and increasing contribution opportunities.

How to Prepare to Apply for Disability Benefits through Social Security

How to Prepare to Apply for Disability Benefits through Social Security

In 2024, the Social Security Administration rejected more than 60 percent of initial disability benefits applications. Preparing to apply for Social Security disability can be crucial to avoiding this and successfully securing benefits.

 

Caring for Yourself and Your Child With Special Needs

Caring for Yourself and Your Child With Special Needs

For many parents of children with special needs, caregiving is not a temporary role but a lifelong responsibility. This role can be deeply meaningful and filled with love, yet it often comes at a steep personal cost.

Key Documents for Parents of Children With Special Needs

Key Documents for Parents of Children With Special Needs

If your child has special needs, a standard estate plan may not be adequate for your family. Here are several must-have documents.

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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.