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Archives

Monthly Archive for: "February, 2017"
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By Paul Sullivan
In News
Posted February 28, 2017

A Look at Three New ABLE Programs Available Nationwide

ABLE accounts are a relatively new planning tool available to individuals with disabilities. Here are details on the ABLE account programs of three states that allow out-of-state [...]

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By Paul Sullivan
In News
Posted February 24, 2017

Four Reasons Why Dropping Medicaid Is Usually Not a Good Idea, Even After a Large Award or Settlement

Many newly “wealthy” clients ask what the value is of staying on Medicaid. Shouldn’t millions of dollars be sufficient to pay for health care? There are a number of reasons [...]

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By Paul Sullivan
In News
Posted February 22, 2017

How Life Insurance Can Be Used to Fund a Special Needs Trust

Special needs planners often recommend life insurance as a funding mechanism for an SNT.  Here's why, and what your main choices are.

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By Paul Sullivan
In News
Posted February 22, 2017

Is It Better to Use Joint Ownership or a Trust to Pass Down a Home?

When leaving a home to your children, you can avoid probate by using either joint ownership or a revocable trust, but which is the better method?

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By Paul Sullivan
In News
Posted February 16, 2017

How Can A Special Needs Trust Pay for Utilities?

Can a special needs trust pay for utilities?

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By Paul Sullivan
In News
Posted February 15, 2017

Website for Federal Law Protecting Students with Special Needs Suddenly Disappears

A U.S. Department of Education website that provides information on the Individuals with Disabilities Act (IDEA) is no longer accessible and two senators are demanding answers from [...]

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By Paul Sullivan
In News
Posted February 7, 2017

Costs of Some New Long-Term Care Insurance Policies Rise in Latest Survey

A couple who are both age 60 and who purchase new long-term care insurance coverage can expect to pay between 6 and 9 percent more compared to a year ago according to the [...]

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By Paul Sullivan
In News
Posted February 7, 2017

Trump Delays Rule That Retirement Advisers Put Their Client's Interests Ahead of Their Own

President Trump signed an executive order calling for a review of the fiduciary rule that was intended to prevent financial advisers from steering their clients to bad retirement investments [...]

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By Paul Sullivan
In News
Posted February 6, 2017

MassMutual's Kelly Piacenti Joins ASNP's Advisory Board

Kelly Piacenti, head of MassMutual's SpecialCareSM, has joined the Advisory Board of the Academy of Special Needs Planners (ASNP).

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