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Special Needs Planning Newsletter
February 2026

Courtesy of Belvedere Wealth Partners

End-of-Life Care Planning for Individuals With Special Needs

End-of-Life Care Planning for Individuals With Special Needs

Discussing end-of-life care with a loved one who has an intellectual or developmental disability is about honoring who they are, what matters to them, and how they want to live.

Best Cities to Live in for People With Disabilities

Best Cities to Live in for People With Disabilities

The best cities for people with disabilities to live in, according to a WalletHub analysis of 182 U.S. cities, score highest on a combination of quality of life, health care, and economy factors.

4 Questions to Ask When Choosing a Professional Trustee

4 Questions to Ask When Choosing a Professional Trustee

Not every potential trustee provides the best services for trusts designed for children with special needs. Here are some questions to ask while searching for the right one for your new trust.

Two Common Special Needs Trust Mistakes Families Make

Two Common Special Needs Trust Mistakes Families Make

Even a well-intentioned special needs trust trustee or other caring family members can make mistakes that may put a person with a disability at risk of losing public benefits such as Supplemental Security Income (SSI) and Medicaid.

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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.