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Tag Archives: estate planning special needs

How to Plan for the Future of Your Autistic Child

If you have a child with autism, planning for the future can be daunting.  Read on to learn how you can best prepare your estate plan to ensure a successful life for your autistic child after you are gone. Preparing legal documents for your estate can be complicated and even more so if you have […]

Special Needs Trust Fairness Act

Walter’s Story Walter relies on a wheelchair due to his physical disability but has full mental capacity and the ability to make his own financial decisions.  To ensure that he is protected financially, Walter wanted to set up a Special Needs Trust (SNT).  However, until recently, Walter was unable to do so because the law […]

ABLE Accounts for Disabled Beneficiaries

ABLE (Achieving a Better Life Experience) accounts are tax-advantaged accounts for disabled beneficiaries.  Although the ABLE program legislation was passed by Congress in 2014 and Pennsylvania has passed legislation authorizing the state to offer these accounts, they are not yet available.  Read on to learn more about the ABLE program and how it can help […]

Estate Planning for Parents of Children with Special Needs

If you are starting to plan for how you will protect and care for your special needs child after you are gone, here are 4 things you will need to consider.