Special Needs Planning

March is Developmental Disabilities Awareness Month, and in honor of that observance, we are going to discuss the most common mistakes that you should avoid when planning for a loved one with [...]

For the one in five families who care for children with special needs, estate planning is crucial. Parents of a child with a disability face numerous challenges and concerns, and should utilize [...]

Retirement plans often make up a significant portion of the assets of parents of children with special needs, or of individuals who have become disabled as adults.  In such cases, the question [...]

A sole benefit trust is a helpful estate planning tool if your family has cross-generational support needs.  If a senior with more than $2,000 in assets wants to apply for Medicaid – but also [...]

In Louisiana, when a person turns 18 years old, he or she is legally considered an adult and is presumed to have the capacity to marry, vote, enter into contracts and do all the things that [...]

Parents want their children to be taken care of after they die. But children with disabilities have increased financial and care needs, so ensuring their long-term welfare can be tricky. Proper [...]

Americans are living longer than they did in years past, including those with disabilities. Planning by parents can make all the difference in the life of a child with a disability, as well as [...]

The year was 1983: The U.S. invaded Grenada. A gallon of gas cost 96 cents. Michael Jackson’s “Thriller” video premiered. That year was also the last time that recipients of Social [...]

Unique tax benefits are available to families who have children with special needs. And thanks to recent changes in the tax code, there are opportunities to save substantial amounts of money at [...]

Among the costs of caring for a dependent with special needs are the fees for professional advice. Some families are tempted to save on these costs by setting up a plan on their own. This can be [...]