Special Needs Planning Newsletter
August 2026
Courtesy of Belvedere Wealth Partners
Action Plan: Autism Therapy When Medicaid Stops
If your child's autism clinic stops accepting Medicaid, act fast. Learn your rights, how to find a new provider, and how to document and appeal to protect medically necessary applied behavior analysis (ABA) and related services.
What Is a Public Guardian and What Do They Do?
A public guardian is authorized by a court to make legal decisions on behalf of an adult who can no longer make safe decisions for themselves. Unlike a private guardian, who is often a family member or trusted friend, a public guardian.
Special Needs Trusts and Financial Aid: FAFSA Rules
Anyone who has filled out a Free Application for Federal Student Aid (FAFSA) knows that there is nothing simple about the application process. Adding a special needs trust to a financial aid calculation complicates things further.
How Reforming the SSI Asset Limit Could Combat Poverty
Disability advocates are calling for the elimination of the Supplemental Security Income (SSI) asset limit, arguing that the current rules punish people for trying to achieve even a basic level of financial stability.
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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.