Great News for Special Needs Trusts: Life Made Easier

Special Needs Trusts: Life Made Easier As a Trustee of Special Needs Trusts for multiple beneficiaries, I am pleased to hear that the Social Security Administration (“SSA”) has made life easier for managing Special Needs Trusts. In recent months,...

Medicaid Planning: Enlarging the Fine Print

Family Medicaid Planning I was recently invited to speak about Medicaid planning for married couples. After the presentation, one audience member expressed, with a sense of relief, “I understand!—it’s as if you took the fine print and enlarged it...

All About ABLE Accounts: The Who, What, Where & Why

What You Should Know About ABLE Accounts Many individuals with disabilities have heard of ABLE (Achieving a Better Life Experience) accounts, but few know the answers to all the “w” questions: Who can open an ABLE account; What is an ABLE...

In Memory of Their Service

In Memory of Their Service I think we can all agree that military service is something to be honored. Every spring, our local cemeteries are peppered with tiny red, white, and blue flags marking the final resting place of souls who once served...

Traps to Avoid in Leaving Your Vehicle to a Beneficiary While Staying Out of Probate.

Updated: September 8, 2025 When someone you love dies, dealing with their belongings can feel overwhelming. On top of grief, families often face confusing legal processes and paperwork. That's why smart estate planning matters so much – it helps...

Looking to Save with Medicaid? Amazon Prime Membership Offers Help

Amazon Prime Membership Offers Help with Medicaid Amazon has quickly found a foothold in today’s technology driven marketplace. As part of their mission to become the world’s most customer-centric company, Amazon now offers a discount on Amazon...

Caring for LGBTQ Elders – Connecticut Commits To “Getting it Right”

Caring for LGBTQ Elders – Connecticut Commits To “Getting it Right” Last year, I viewed a short documentary, “Gen Silent,” which poignantly portrayed the fears and challenges that aging LGBTQ people face in obtaining home care support in the...

Disability, Conflict and Adaptive Thinking

Disability, Conflict and Adaptive Thinking In 1946, a group of WWII veterans with disabilities at the University of Illinois followed the lead of a man named Tim Nugent, adapting sports like basketball to be played from a wheelchair. The commonly...

How A Special Needs Trust Can Help You

How Special Needs Trusts Can Help You Most people are familiar with Harry Potter. Because special needs trusts can be confusing, we rely upon our wizarding friend, Harry, to help explain these planning tools. A special needs trust operates like an...