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When to Use Power of Attorney vs. Guardianship or Conservatorship

Mon May 7th, on FAQs, Special Needs Trusts |

If you have a loved one who is struggling, you may believe the only way to gain proper authority to help is to initiate guardianship/conservatorship proceedings.

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What Happens When a Minor is Named Beneficiary for Life Insurance or Retirement Accounts?

Sun Apr 29th, on Special Needs Trusts |

The short answer is, nothing good.

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Social Security Issues New Instructions for Special Needs Trusts 

Sun Apr 1st, on Special Needs Trusts |

Under this new policy, SSA established a new "Regional Trust Reviewer Team" which must review all Special Needs Trusts.

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Seven Signs Your Elderly Parent is Neglecting Himself

Thu Mar 29th, on Special Needs Trusts |

We know that it gets harder for people to care for themselves the older they get. Yet signs that our elders are failing to take proper care of their own needs are often missed.

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No Improvement Standard for Medicare Coverage

Wed Mar 21st, on Special Needs Trusts |

Nothing is more frustrating than hearing about a client’s difficulty in getting Medicare to continue to provide services to a family member because the ill individual is no longer improving and has...

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Long-term Care

Fri Mar 9th, on Special Needs Trusts |

Much of the news over the past several months has centered on discussions of health insurance. 

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How will You Pay for Long-Term Care?

Thu Mar 1st, on Special Needs Trusts |

As discussed in a previous post, long-term care is not covered by health insurance, disability insurance, or Medicare, yet most of us will eventually require some care of this type before we die.

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How to Make Legal and Medical Decisions for an Adult Special Needs Child

Fri Feb 23rd, on Special Needs Trusts |

If you have a child with special needs, you are charged with making the right medical and financial decisions for your child until he or she reaches age 18. 

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Guardianships and Conservatorships – When They’re Needed and How to Avoid Them

Tue Feb 13th, on Special Needs Trusts |

I am reading a book called Still Life by Joy Fielding.  Although I always enjoy sinking into a good book, the story line of this one is hitting me hard.

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The ABLE Act

Sat Dec 20th, on Special Needs Trusts |

On December 19, 2014, President Obama signed the Achieving a Better Life Experience Act (ABLE Act) into law. 

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