Supplemental Security Income (SSI) is a federal program that helps people with disabilities and very low incomes pay for food, clothing and shelter. SSI is often confused with Social Security Disability Insurance (SSDI). One of the main differences between the two programs is that SSDI is available to people with disabilities no matter how much…

When victims of medical malpractice and other catastrophic accidents receive awards in personal injury lawsuits, obtaining the award is only half the battle. Of equal, or greater, importance for the person’s future is constructing the settlement structure in a way that best protects their long-term interests. Personal injury settlements are typically structured in one of…

Families taking advantage of ABLE savings accounts will have a little more flexibility in planning for special needs as a result of the new Tax Cuts and Jobs Act signed into law by President Trump on December 22, 2017. As we previously discussed, ABLE accounts, created by Congress via the passage of the Achieving a…

Is There a Difference Between “Supplemental” and “Special” Needs Trusts? Have you heard the terms “special” needs trust and “supplemental” needs trust and wondered what the difference is? The short answer is that there’s no difference. Here’s the long answer: When the field of special needs planning began more than two decades ago, trusts created…

By Tresi Weeks What is an ABLE  Account & Why Was It Created? Individuals with disabilities face a dilemma when they try to save money.  If a single person has more than $2,000, they could lose their valuable Supplemental Security Income (SSI) or Medicaid services, which for some folks means losing housing and medical care. …

The Gift that Keeps on Giving The Retirement Plan Special Needs Trust is one of the most effective tools that parents of special needs children have in ensuring long term financial security for a child that is not able to provide that for himself.  This uniquely tailored trust addresses two dilemmas in planning for the…

**LEGISLATIVE UPDATE July 29th** July 15th came and went with no Medicaid funding reductions to children’s therapy. The legal battle has continued since an Appellate Court ruled in favor of the State last April, and now, an order has come from the top: The Texas Supreme Court has issued a temporary injunction to the proposed…

Special Needs Resource We love to share helpful resources with our friends and clients whenever we can! We are excited to tell you about NAVIGATE LIFE TEXAS, an online community for families caring for children with special needs.  Developed with direct feedback from the people it hopes to serve, the website provides reliable information that…

THE PREREQUISITE:  If you don’t have a plan to set up a special needs trust yet, then your timeline just kicked off — because now you know you need to take the first step toward planning for your loved one with a disability.  If you’re feeling uncertain, skeptical or just plain overwhelmed, download my eBook…

Texas is now offering a program called “Community First Choice” to help families pay for home-based services for individuals with disabilities. The goal is to make it financially possible for more of these individuals to live among family, rather than moving to a nursing facility. We’d like to provide you with some introductory highlights to…

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