ABLE Accounts vs. Special Needs Trusts: Why Not Have It All?
If you have a child with disabilities, it is crucial to set money aside for the child’s future. At the same time, you need to consider...
Making Year-End Gifts to Special Needs Family Members
The end of the year is approaching and the holidays will soon be in full swing, a time when many people are getting ready to make gifts...
ABLE Accounts Still Slow to Gain Traction
Only a small fraction of those eligible for new savings accounts for people with disabilities are using them, according to disability...
Five Questions to Ask Yourself When Choosing a Trustee for Your Special Needs Trust
If you are in the process of setting up a special needs trust, you must appoint a trustee. This is one of the most important decisions...
Gift Cards: A New Way to Contribute to ABLE Accounts
People wishing to help someone with special needs save for their future without jeopardizing the recipient's public benefits can now do...
Five Practical Uses for an ABLE Account
We have previously written about the pros and cons of ABLE (Achieving a Better Life Experience Act of 2014) accounts. These accounts...
The Pros and Cons of ABLE Accounts
As we've previously discussed, a new federal law called the Achieving a Better Life Experience (ABLE) Act gives some people with...
What Expenses Can ABLE Accounts Pay For?
In passing the Achieving a Better Life Experience (ABLE) Act in 2014, Congress created a new way for potentially millions of people with...
Melanie Marmion gives webcast presentation
Melanie Marmion gave a nationally-broadcast webcast presentation on “Naming a Special Needs Trust as the Beneficiary of a Retirement...
Should a Parent Serve as Trustee of a Special Needs Trust?
It is common for a parent to want to be named as trustee of a special needs trust benefitting her child, especially when the parent is...
