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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?

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 …