Blog

The One Big Beautiful Bill Act (OBBBA) was signed into law on July 4, 2025. It made sweeping changes to the tax code which impacts individual taxpayers, taxation of trusts and estates, and taxation of businesses. It also made changes to programs like… Read More

Social Security Disability Insurance (SSDI) is a federal public insurance program that pays a disabled worker regardless of the worker’s income or asset level. In other words, it is not a “means-tested” benefit. Qualifying individuals have work… Read More

Special needs planning involves understanding what types of benefits an individual receives or may receive in the future and whether they are means-tested. “Means-tested” means that eligibility for the benefits depends on having limited income, a… Read More

When an individual with disabilities receives funds through a personal injury or workers’ compensation settlement, inheritance, or other windfall, it is important to consider any subsequent impact on that individual’s eligibility for public benef… Read More

As we step into 2025, we want to update you with the latest financial limits and thresholds related to elder law and special needs planning. Below are some of the most important numbers for 2025. As always, we are here to help you and your loved ones… Read More

This blog post describes recent changes to the in-kind support and maintenance (ISM) rules for the Supplemental Security Income (SSI) program. For an introduction to ISM and how it works, please read this article. As of September 30, 2024, there are… Read More

When an individual with a disability receives an inheritance or settlement funds, the first reaction is often fear rather than relief. Many of these individuals rely on valuable public benefits such as Supplemental Security Income and Medicaid to mee… Read More

Meet Abby Pagnozzi – our go-to person for all things estate planning! Abby joined our team back in 2013. She has worn many different hats at our firm, but has been our dedicated estate planning paralegal since 2017. We asked Abby five questions reg… Read More