Establishing a special needs trust is a big step; families deserve a solution with nothing to untangle. Families deserve independent, objective referrals to trust providers that include information about the
Insist on Objectivity When Setting Up Special Needs Trusts Read More »
Special Needs TrustsVolatility and disruption don’t change core priorities, but they do trigger a desire to act. Here’s a clear, lasting solution you can implement for your clients right now.
One Thing You Can Do Right Now Read More »
Special Needs TrustsSpecial needs trusts offer essential benefits for families caring for loved ones with disabilities. They protect assets, ensuring eligibility for crucial government benefits, effectively manage costs, and strengthen family relationships by alleviating emotional burdens. Additionally, planned financial gifts to these trusts prevent unintended consequences, safeguarding benefits and reducing tax implications.
Top Five Benefits of Establishing a Special Needs Trust in 2025 Read More »
Special Needs TrustsWe are delighted to see this story by John Kador for Wealthmanagement.com sharing how pooled special needs trusts help Wealth Advisors meet the estate planning needs of families caring for
Institutional (Pooled) Special Needs Trusts in the News Read More »
Special Needs TrustsBOSTON, Feb. 15, 2024 – Visible National Trust, the first and only national special needs trust platform run by independent national and global financial institutions and financial professionals, says that
Visible National Trust Calls for Flight to Quality in Special Needs Trusts Read More »
Special Needs TrustsA just-released FUSE Research report published in conjunction with WealthManagement.com confirms that advisors continue to be on the hunt for business-building ideas and tools. For maximum effectiveness, these approaches also
Disability Financial Planning Affects 25% of People in the U.S. Read More »
Special Needs Trustswealthmanagement.com Midyear Outlook By Lisa A. Cohen According to the CDC, one in four people in the U.S. are disabled. The Census Bureau reports that statistic at 1:7. In total,
Disability Financial Planning: What’s at Stake for Advisors Read More »
Special Needs TrustsSpecial-needs planning is about much more than ABLE accounts and trusts. When it comes to special-needs planning, the answer is seldom easy. The decisions about whether a special-needs child would
Investment News Cover Story: Special Needs Financial Planning Read More »
Special Needs Trusts