Broker Check

Special Needs Planning Newsletter
July 2026

Courtesy of Belvedere Wealth Partners

Supported Living Services: A Guide for Families

Supported Living Services: A Guide for Families

Learn what supported living services are, who they help, what supports are included, how Medicaid HCBS waivers may pay, and how to find and evaluate programs for adults with disabilities.

What Is a Guardian Ad Litem and What Do They Do?

What Is a Guardian Ad Litem and What Do They Do?

A guardian ad litem (GAL) is not the same as a legal guardian. A legal guardian has ongoing authority over a person's life. A GAL has a narrower job: investigating, reporting, and advocating within the bounds of a single legal proceeding.

Don't Let CDB Benefits Disrupt Medicaid and SSI

Don't Let CDB Benefits Disrupt Medicaid and SSI

Disabled Adult Child (DAC) benefits can end Supplemental Security Income (SSI) and put Medicaid at risk, but many people can keep Medicaid under a federal protection. Learn who qualifies and what to do when a DAC award letter arrives.

More Disabled Veterans Eligible for Tax-Free ABLE Accounts

More Disabled Veterans Eligible for Tax-Free ABLE Accounts

For years, one of the most useful financial tools available to people with disabilities was largely out of reach of veterans. The reason was simple and frustrating: eligibility rules ignored the reality of military service. That's changed.

Join our Special Needs Planning Email List

Thank you for your submission! There was a problem with the form submission. Please try again.

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.