by Annette Hines | Dec 28, 2021 | Estate Planning, Parenting, Special Needs, Special Needs Planning, Special Needs Trust
If you have a child with disabilities, it is crucial to set money aside for the child’s future. At the same time, you need to consider your child’s access to public benefit programs such as Medicaid and Supplemental Security Income (SSI), as well as the state and...
by Annette Hines | Dec 2, 2021 | Estate Planning, Special Needs, Special Needs Planning, Special Needs Trust
One of the most important roles in a special needs plan is that of trustee, the person who administers a special needs trust (SNT). Of a trustee’s many responsibilities, record-keeping is perhaps the most crucial. Because the trustee is managing accounts on behalf of...
by Annette Hines | Sep 29, 2021 | Estate Planning, Special Needs, Special Needs Planning, Special Needs Trust
Among the costs of caring for a dependent with special needs are the fees for professional advice. Some families are tempted to save on these costs by doing special needs planning on their own. This can be attractive because so much information is available online,...
by Annette Hines | Aug 17, 2021 | Estate Planning, Qualified Retirement Plans, Special Needs Planning, Special Needs Trust
The SECURE Act, passed at the end of 2019, changed a number of rules regarding inherited IRAs, making it more difficult for most beneficiaries to save on taxes by “stretching” distributions over many years. However, an exception to the new rules...
by Annette Hines | Jun 29, 2021 | Special Needs, Special Needs Planning, Special Needs Trust
Let’s come together to celebrate Annette! She has recently been the recipient of a very prestigious award – and we are so excited to share all the details with you below… Annette M. Hines, Esq. Honored with the 27th Annual NAELA Theresa Award Annette has...
by Annette Hines | Jun 24, 2021 | Special Needs, Special Needs Planning, Special Needs Trust
Originally published on: https://www.disabilityscoop.com Freddie Mac to Issue Social Bonds Mortgage giant Freddie Mac is planning to issue millions of dollars in “social bonds” to support housing for people with intellectual and developmental disabilities (IDD) across...
