» ABLE Accounts

This issue of The Voice® is by SNA member Rebecca Kueny of Kueny Law LLC. Located in Salem, Oregon, her firm covers the entire state of Oregon and focuses on special needs planning, disability benefits, estate planning, long-term care planning, and… Read More

Each new year means new financial limits and thresholds related to estate planning, long-term care planning, and special needs planning. Below are some of the most important numbers for 2023. As always, we are here to help you and your loved ones pla… Read More

Only individuals with limited income and assets are eligible for Supplemental Security Income, known as SSI. (Do not confuse SSI and Social Security Disability Insurance (SSDI) which is a very different program.) If an individual who receives SSI is… Read More

A few years ago the world of special needs planning gained a new and exciting financial planning tool: the “ABLE” account. ABLE stands for Achieving a Better Life Experience. An ABLE account offers individuals with disabilities a way to save mone… Read More

The Special Needs Alliance has posted two installments of The Voice this month, both written by California member Stephen Dale, Esq. In his articles, Steve examines the use of a customizable Visa card designed for individuals with disabilities. He di… Read More

The ABLE account was passed by Congress in December of 2014, and it has evolved over the handful of years since then through changes in the law and the adoption of regulations expanding the understanding of, and uses for, ABLE accounts. One recent pi… Read More

The ABLE account is a relatively new planning tool that offers an individual with eligible disabilities a tax-free savings option that does not interfere with their eligibility for means-tested government benefits. As discussed in the first article i… Read More