Special Needs Planning

Blog & Resources

Guide to Special Needs Trusts in Florida

Most government benefit programs for people with disabilities come with a hard asset limit. For Supplemental Security Income, that ceiling is $2,000. For Medicaid, the rules vary but the threshold is similarly low. A person who receives an inheritance, a lawsuit settlement, or a generous gift can lose those benefits the...

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What Is an ABLE Account?

An ABLE account is a special savings account for people with disabilities created by the Achieving a Better Life Experience Act (ABLE) of 2014.  The purpose of these accounts is to allow people with disabilities to save money in a tax-favored way without jeopardizing means-tested benefits like Medicaid, SNAP (formerly...

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