Special Needs Planning

Congress Weighing Tax-Free Disability Savings Accounts

A long-stagnant bill that would establish a new way for people with disabilities to save money without jeopardizing their government benefits is starting to make its way through Congress.

Congress Urged To Create Tax-Free Disability Savings Accounts

Disability advocates are launching a major push to pressure Congress to pass legislation before year’s end that would offer a new way to save money without jeopardizing government benefits.

Saving For People With Disabilities May Soon Be Tax-Free

A bill that’s expected to be introduced in Congress Tuesday would give families a new way to save money for people with disabilities without jeopardizing government benefits.

Money Manager For People With Disabilities Guilty Of Massive Theft

The head of an agency charged with managing money for individuals with disabilities is admitting he took $625,000, leaving many of his clients virtually penniless.

Former Morgan Stanley Broker Guilty Of Special Needs Fraud

A New York financial adviser pled guilty Monday to defrauding children with disabilities and now faces prison time and potential fines.

Jail Time For Attorney Who Stole Millions From Clients With Disabilities

A New York attorney is headed to prison after admitting to bilking $4 million from clients with disabilities.

Report Outlines Action Plan To Meet Housing Need Of Adults With Autism

Bold steps are needed to increase housing options for a burgeoning population of adults with autism, researchers say in a report out this week.

Gifts Can Be Double-Edged Sword For Special Needs Recipients

Watch out when buying holiday gifts for individuals with special needs, financial planners say, so that you don’t inadvertently do more harm than good.

Without Financial Support, Parents Weigh Relinquishing Custody

Struggling to pay for care, at least two dozen Canadian families fear they will have no choice but to give up their parental rights.

Scoop Essentials: The Dollars And Cents Of Disability

Your guide to government benefits, special needs trusts, conservatorships, taxes and more.

Proposed Bill Would Allow Tax-Free Trusts For Those With Disabilities

A bill proposed in Congress would allow tax-free savings accounts for people with disabilities much like those already in existence for those saving for college.

Cost Of Autism Huge

The financial implications of having a child with autism are dramatically higher than that of children with other chronic health conditions, according to a new study.

A Stash Of Cash For The Future

As people with disabilities live longer and are more likely than ever to outlive their parents, good financial planning is paramount. Enter the special needs trust.

Careful Where You Leave That Dough

Financial planning gets tricky when you want a person with a disability to get part of your estate.

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