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How Does an ABLE Account Work?

How Does an ABLE Account Work?

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In December of 2014, the Achieving a Better Life Experience (ABLE) Act was signed into law. The Act provides a new tool to care for disabled loved ones, relieving stress for millions of families. Caregivers often spend sleepless nights worrying how they can ensure that the disabled person is cared for after the caregiver can …

Kidnetic Energy Seminar

Kidnetic Energy Seminar

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New Special Needs Federal Legislation

New Special Needs Federal Legislation

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At AlerStallings, we help families plan for the needs of loved ones with disabilities.  For families with a loved one who has a mental health condition, planning for the future is critical because of the lack of resources and services people with mental health conditions have available to them.  AlerStallings applauds the Senate’s …

Affordable Care Act – Special Needs Benefit & Planning Changes in 2013

Affordable Care Act – Special Needs Benefit & Planning Changes in 2013

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The new Affordable Care Act has important implications for special needs planning. The Act requires insurance companies to cover all applicants regardless of pre-existing conditions. Now that the option of obtaining private insurance is a reality, how will this affect special needs planning?

October–AlerStallings celebrates “Down Syndrome Awareness Month”

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AlerStallings works with many families that have a member with special needs, such as Down syndrome. Since October is “Down Syndrome Awareness Month,” we cannot think of a better time to encourage families to consider a special needs trust to protect a child with special needs. A special needs trust is an estate planning vehicle used to protect assets for a disabled beneficiary without jeopardizing his or her benefits, typically Medicaid and SSI.

Financial Planning for a Special Needs Child

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Financial planning is essential to estate planning for a special needs child.  Local financial planning expert Judd Clark wrote an excellent post for the Autism Puzzle blog.  Click here to read his article.

What is Special Needs Planning?

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Parents or grandparents often leave money to their child or
grandchild, perhaps in a will or trust, or they set up an account payable to
the child once he or she reaches the age of majority.  Many times, well-meaning parents or
grandparents are particularly interested in leaving money to their child or
grandchild …

Pooled Trusts–One Option for a Special Needs Beneficiary

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Do you want to leave money for your child with a disability
but fear jeopardizing his eligibility for certain benefits?  Pooled trusts are trusts allowed under
Medicaid and Social Security Income (SSI) law for beneficiaries with special
needs.  A pooled trust is managed by a
nonprofit organization, which serves as trustee.  A beneficiary’s …

The Importance of a Will for Families with a Special Needs Beneficiary

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Special needs planning requires specialized knowledge to help families plan their legacy for a special needs child (or beneficiary), without jeopardizing the child’s eligibility for certain, necessary benefits.  In this post, I am pleased that my mentor and friend, Candace Pollock, agreed to guest post on Ohio …