There are special ways for grandparents to leave money and other assets to special needs grandchildren without affecting their government benefits.
Although many of our families are aware of the medical expense deduction for special schools and education, the deduction for a capital expenditure for medical care is often overlooked.
People who say they are too poor to have a special needs trust are exactly the ones who need it the most!
One of the best New Year resolutions to make is to review your beneficiary designations. Your family will be glad you did.
1. Disinherit your dependent with special needs Many people with special needs rely on government benefits to help provide food, shelter, and medical care. If
Social Security Disability Insurance (SSDI) is a valuable benefit for most individuals. Understanding the eligibility requirements and how they apply to most people is the topic of this article.
Memorial Day means many things to many people: the beginning of summer, the first camping trip of the year, or flowers at a cemetery. Two memorable events in my life changed my perception of Memorial Day forever.
Having a child with special needs creates challenges for most families. This causes a higher divorce rate than with typical families. There are some special circumstances and issues to be aware of if you have a special needs child and are considering divorce.
Supplemental Security Income (SSI) is a valuable benefit for most individuals with special needs. Understanding the eligibility requirements and how to avoid inadvertently losing this valuable benefit is the topic of this article.
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Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. Neither OneAmerica Securities, the companies of OneAmerica Financial, Hortin Financial Group, nor their representatives provide tax or legal advice. For answers to specific questions and before making any decisions, please consult a qualified attorney or tax advisor.
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