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Special Needs Able Act

The ABLE Act (Achieving Better Life Experience): A Planning Tool for Young Adults With Special Needs

ABLE became law in 2014 to allow family members to make gifts (during the donor’s lifetime) for the benefit of an individual with a disability, while allowing and encouraging that person to seek employment and independent living, knowing they are not limited to owning $2,000.00 in order to maintain SSI and Medicaid assistance.  The ABLE…

South Florida assisted living home accused of evicting dozens of residents to convert into luxury apartments

By Shira Moolten | smoolten@sunsentinel.com | South Florida Sun Sentinel South Florida assisted living home accused of evicting dozens of residents to convert into luxury apartments Linda McNamee thought she could relax once she and her husband finished moving into their new assisted living home at Oasis Living Quarters in February. They’d had their doubts…

SNT & SSI

Latest Updates on Special Needs Trusts and How They Can Affect You!

New SSI Update: The Social Security Administration has updated its rules, effective September 30, 2024, regarding counting the value of food given to an individual who receives Supplemental Security Income (SSI).  ‘In-kind support and maintenance (referred to as ISM) previously included ‘food’ and ‘shelter.’ Now, the value of food no longer reduces an SSI recipient’s…

Notebook with 'Goals for 2025' sticky note, tabs, pen, and glasses on a desk.

Estate Planning Tips for 2025

Happy and Healthy New Year! Have you made your 2025 resolutions, or are you finding it challenging to become motivated? You are not alone. Here are some tips to motivate you to go from setting goals to implementing an action plan: Update Your Will: If you haven’t reviewed your Will in a few years, take…