Planning for Individuals with Disabilities So They Have a Say

Q. Our son, Charlie, is 40 and has autism and is intellectually disabled. We were a bit older when we had him, and he is our fifth and youngest adult child. He resides with us in our home, but as we are getting older and having … [Read more...]

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Critter Corner: Microboards and Self-directed Support Corporations

Dear Raider,I am a single parent of an adult child with severe autism and I am considering all of our options. I heard about Microboards and Self-directed Support Corporations, but don’t know much about them. Can you provide … [Read more...]

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How Can ABLE Accounts and Special Needs Trusts Work Together?

Q. Our son, Joey, has Down’s Syndrome. We decided it was a good idea to plan in advance for him for when we can no longer care for him ourselves. We have been researching our options and found information on Special Needs Trusts … [Read more...]

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How Having a Special Needs Loved One Affects Estate Planning and Retirement Planning

Q. Our daughter, Sophie, has an Autism Spectrum Disorder (ASD). She is verbal, but needs lots of help academically and with her social skills. She may not be able to live independently when she becomes an adult. When it comes to … [Read more...]

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Congress Reverses Recent Changes to the Kiddie Tax

The article below can be found at specialneedsanswers.com here.By Andy JonesA major bipartisan bill, signed into law by President Trump in December, includes significant tax changes for people with assets in a special … [Read more...]

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Top 19 Articles of 2019

Those who read our newsletter or follow our blog know that we covered a lot of ground in 2019. This past year, the Federal Tax Act increased the federal estate and gift tax exemption from $11.18 million dollars per person to $11.4 … [Read more...]

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Critter Corner: What Happens When a Person with Autism Becomes an Adult?

Dear Bebe, My niece, Amelia, has an Autism Spectrum Disorder (ASD), but is high-functioning. What happens to most children with ASD when they transition to adulthood? Thanks!Will … [Read more...]

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Imagine Paying College Tuition for the Rest of Your Life . . .

Q. I recently read an article in CNBC that’s states that, “It can take millions to care for your special needs child.” The article describes how one family needed $3 million to cover the cost of lifetime care for their 23-year-old … [Read more...]

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Critter Corner: Building a Life Care Plan for a Special Needs Loved One

Dear Magic,Our daughter has special needs. We have money set aside for her in a special needs trust and we have an ABLE account set up. We want to do more to plan for her future. I heard about something called a Life Care … [Read more...]

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Why the White House Glowed Blue on Monday

Clay is 13 years old and has never flown in an airplane. His mom, Jennifer, avoided taking him to the airport because he gets overly anxious when he is among big crowds and lots of noise. This year, his grandmother was celebrating … [Read more...]

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