Special Needs Trusts Blog

What Information Belongs in a Letter of Intent? A Complete Checklist A Letter of Intent is one of the most valuable planning tools a family can create for a loved one with a disability. While legal documents help protect assets and establish authority, a Letter of Intent captures something equally

The Importance of Reviewing Your Special Needs Trust Every Year Creating a trust is one of the most important steps families can take in protecting a loved one with disabilities. But establishing the trust is only the beginning. Life changes, laws evolve, financial circumstances shift, and caregiving responsibilities grow over

How ABLE Accounts Support Financial Independence in Special Needs Planning Planning for a loved one with disabilities involves balancing independence with long-term protection. ABLE accounts have become a powerful tool in modern estate planning for special needs, helping individuals save, spend, and manage money without losing essential benefits. Families looking

How Power of Attorney Fits into a Comprehensive Special Needs Plan Planning for the long-term care and financial protection of a loved one with disabilities is most effective when every piece works together. A special needs power of attorney plays a critical role in that structure, supporting decision-making, preserving stability,

Understanding Third-Party Special Needs Trusts for Long-Term Financial Security Planning for a loved one with a disability involves more than immediate care needs, it requires a long-term financial strategy that protects eligibility for public benefits while still allowing families to provide meaningful support. A third party special needs trust is

Managing Settlement Funds with a Special Needs Trust When a loved one with disabilities receives a personal injury settlement, inheritance, or financial award, it can bring both relief and important planning decisions. While these funds can provide meaningful long-term support, they may also affect eligibility for Medicaid and Supplemental Security