Loud and Clear: A Special Needs Conversation

Retirement Funds and SNTs

Watch Out for the Details By Andrew H. Hook, CELA Retirement accounts are often among a family’s largest assets, so you may have thought about leaving a portion to your son or daughter with disabilities. But if they will ever need means-tested benefits, your good intentions could disqualify them for important programs such as Medicaid […]

Read the full article »

Posted: January 4th, 2017 | 1 Comment »