Special Needs Planning | On-Demand Webcasts
Preserving Government Benefits for Individuals with Special Needs
In this webcast, guest presenters and special needs planning experts Kelly Piacenti, Head of SpecialCare for MassMutual, and Jerry L. Hulick, Principal for The Washington Group Special Care Planning Team, discuss how government assistance programs for those caring for special needs individuals work and best practices for their use, including Social Security and Medicaid benefits, tools such as special needs trusts and ABLE accounts, and beneficiary and titling arrangements.
May 13, 2021
May 13, 2021
Special Needs Planning | Insights
Financial Planning for a Loved One with Special Needs
March 20, 2021
Special Needs Planning | On-Demand Webcasts
Understanding the Role of Special Needs Trusts in Special Needs Planning
March 12, 2021
Special Needs Planning | On-Demand Webcasts
Understanding and Approaching Families Living with Individuals with Disabilities
February 12, 2021
Special Needs Planning | On-Demand Webcasts
Tax Traps and Financial Nuances for Families Caring for Individuals With Special Needs
January 15, 2021
Special Needs Planning | On-Demand Webcasts
How to Build a Special Needs Financial Planning Practice
December 12, 2020
Special Needs Planning | Insights
A Guide to Government Benefits for Families With Special Needs
December 01, 2020
Special Needs Planning | On-Demand Webcasts
Increasing Tax Awareness and Examining "Dependents" and the "Kiddie Tax"
November 12, 2020
Special Needs Planning | On-Demand Webcasts
The ABLE Act: An Additional Tool for Individuals With Special Needs
September 17, 2020
Special Needs Planning | On-Demand Webcasts
Housing Concerns for Adults with Special Needs
August 20, 2020
Special Needs Planning | On-Demand Webcasts
Income Tax Planning for Families Caring for Children with Special Needs
June 25, 2020
Special Needs Planning | Insights
An Overlooked Deduction for Families Caring for Those with Special Needs
May 28, 2020
Special Needs Planning | Insights
Special Planning for Individuals with Special Needs: An Inside Look
May 18, 2020