by Vail Gardner | Jul 26, 2024 | Special Needs Planning
If you’re caring for a loved one with special needs, you know how important it is to ensure their financial future is secure. One way to do this is by setting up a special needs trust. But how much money can you actually put into one of these trusts? The answer...
by Vail Gardner | Jan 11, 2024 | Special Needs Planning
Special needs trusts safeguard eligibility for essential government benefits while protecting access to additional resources for their care and well-being. However, managing a special needs trust requires strict adherence to both state and federal laws. Special needs...
by Vail Gardner | Jan 4, 2024 | Special Needs Planning
Special needs trusts provide financial support for individuals with disabilities, enhancing quality of life while preserving eligibility for means-tested benefits. It is essential for trustees and family members to understand the specific spending rules associated...
by Vail Gardner | Dec 21, 2023 | Special Needs Planning
A supplemental needs trust is a vital planning tool for families with special needs members. They provide financial security and protect eligibility for government benefits. Understanding these trusts is critical, especially in North Carolina. This blog explains their...
by Vail Gardner | Oct 27, 2023 | Special Needs Planning
Navigating the financial landscape for a loved one with special needs can be complex. One of the most valuable tools at your disposal is a Special Needs Trust. This financial instrument provides additional resources for individuals with disabilities without...
by Vail Gardner | Apr 20, 2023 | Special Needs Planning
If you want to leave something for a loved one who is disabled or has special needs, it’s essential to plan. Leaving an inheritance outright could make them ineligible for need-based aid and benefits. Instead, creating a Supplemental or Special Needs Trust (SNT)...
