Learn how qualified disability trusts offer tax exemptions for special needs planning. Discover eligibility criteria, benefits, and reporting requirements to save on taxes.

There is one aspect of estate planning that not everyone has to do but is very important to those who need it: planning for the future of a child with disabilities. This could include a child who was ...

Any parent of a child with a disability has likely heard of a “special needs trust.” As information has become more easily available online, a simple Google search for “special needs trust” is likely ...

Individuals living with disabilities that impact their day-to-day or long-term medical conditions often depend on external support. For example, they may rely on government assistance programs, like ...

Special needs trusts have a new level of flexibility and federal officials are working to ensure that state Medicaid directors understand the implications. Under a law passed late last year, ...

Matt Webber is an experienced personal finance writer, researcher, and editor. He has published widely on personal finance, marketing, and the impact of technology on contemporary arts and culture.

One of the trends we observe at Prairie Financial Group is the growing use of special needs trusts to help individuals with disabilities. We believe there are several main reasons for this trend: One ...

The patchwork of government programs for adults with disabilities, and their varying eligibility rules, create complications and traps. But more financial planners are aiming to help. When she was ...