» Supplemental Security Income (SSI)

2026 Updated Figures for Elder Law and Special Needs Planning

2026 Updated Figures for Elder Law and Special Needs Planning Each new year brings updated financial limits and thresholds for estate planning, long‑term care, and special needs planning. Below are the key numbers for 2026. Estate and Gift Tax Fede… Read More
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Spotlight on SSI

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
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Empowering Individuals and Families: Introducing the Special Needs Alliance Handbook

Navigating life as an adult with disabilities or as a caregiver for someone with special needs can be complex and overwhelming. From understanding legal rights to accessing essential services and resources, there are numerous challenges to overcome.… Read More
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What is an ABLE Account?

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
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Achieving Better Life Experience

Do I have to spend down my entire settlement or inheritance to be able to keep my Supplemental Security Income (SSI)? No! There is a new savings tool available to individuals with disabilities called the ABLE account. ABLE stands for Achieving a Bett… Read More
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In-Kind Support and Maintenance

What Is In-Kind Support and Maintenance (ISM)? In-kind support and maintenance is food or shelter that someone else provides for you. For example, if someone else pays your rent, mortgage, or utility bills, or if someone buys your groceries for you,… Read More
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