What Happens to Our ABLE Account If Our Child Is No Longer Disabled?

ABLE Account no Longer Disabled

It is possible that an individual, once diagnosed as a person with special needs, sometime in the future will no longer qualify as “disabled” according to IRS regulations. The individual’s condition might have improved through remission or medical treatment, for Read More …

Tips for Passing Retirement Benefits to a Child with Special Needs

Estate Planning

Many parents have their retirement savings socked away in 401(k)s and IRAs. So that your beneficiaries do not have to pay taxes on the funds prematurely, it’s important to properly structure the beneficiary designations for these accounts. Unfortunately when a Read More …