Special Needs Planning Newsletter
December 2025
Courtesy of Belvedere Wealth Partners
2.8 Percent Increase in 2026 for SSI and SSDI Recipients
A slight raise in benefits payments is coming in 2026 for Americans who rely on Social Security disability benefits programs such as Supplemental Security Income (SSI) and Social Security Disability Insurance (SSDI).
Special Needs Trusts As A Safeguard For Medicaid Eligibility
Special needs trusts enable people with disabilities to receive financial support without losing eligibility for needs-based government benefits such as Medicaid and Supplemental Security Income.
ABLE Accounts Will Be Available for More People in 2026
Starting January 1, 2026, the maximum age of disability onset for ABLE account eligibility will increase from 26 to 46 due to the ABLE Age Adjustment Act.
SCOTUS To Determine Definition Of Intellectual Disability
The United States Supreme Court could soon give greater clarity to how intellectual disability is determined.
Join our Special Needs Planning Email List
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.