Broker Check

Special Needs Planning Newsletter
November 2026

Courtesy of Belvedere Wealth Partners

How to Compare Dual Eligible Special Needs Plans (D-SNPs)

How to Compare Dual Eligible Special Needs Plans (D-SNPs)

If you qualify for both Medicare and Medicaid, you have the option to enroll in a Dual Eligible Special Needs Plan (D-SNP). Whether to choose D-SNP over Traditional Medicare and if so which D-SNP to choose can be daunting.

Is a Qualified Disability Trust Right For Your Estate Plan?

Is a Qualified Disability Trust Right For Your Estate Plan?

A Qualified Disability Trust (QDT) can minimize unnecessary tax consequences for Special Needs Trusts.

Mental Illness and Social Security Disability Benefits

Mental Illness and Social Security Disability Benefits

Living with mental illness can make gainful employment impossible. For people with certain mental illnesses, the SSA provides disability benefits through two federal programs.

Rolling Over Funds From a 529 Account to an ABLE Account

Rolling Over Funds From a 529 Account to an ABLE Account

Owners of education-focused 529 accounts can transfer funds into an ABLE account. Whether it makes sense to do so depends on the individual's particular situation.

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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.