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Special Needs Planning Newsletter
May 2026

Courtesy of Belvedere Wealth Partners

11 Common Special Needs Planning Acronyms

11 Common Special Needs Planning Acronyms

Here are 11 common acronyms in special needs planning and what to expect when you encounter them.

What a New Report Reveals About Disability Benefits in 2025

What a New Report Reveals About Disability Benefits in 2025

A new report details changes to the nation's disability benefits system during 2025 and highlights the people most affected by those changes.

ABLE Accounts for Housing Without Losing Benefits

ABLE Accounts for Housing Without Losing Benefits

One of the most practical uses of an ABLE account is paying housing costs such as rent and utilities directly while staying aligned with Supplemental Security Income (SSI) and Medicaid rules.

Who Are the Key Players in Special Needs Planning?

Who Are the Key Players in Special Needs Planning?

Many professionals offer specialized services to individuals with disabilities and their families. Understanding what these professionals do can help families support their loved one with a 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.