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Special Needs Planning: ABLE Accounts
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April 10, 2025

Special Needs Planning: ABLE Accounts

April kicks off the ABLE National Resource Center (ABLE NRC) 2025 #ABLEtoSave Month. This month-long campaign provides people with disabilities and their families information about the significance of ABLE accounts and how these accounts can be used to address daily…

5 Questions to Ask Before Making Gifts for Medicaid or Tax Planning

Many seniors consider transferring assets for estate and long-term care planning purposes, or just to help out children and grandchildren. Gifts and transfers to a trust often make a lot of sense. They can save money in taxes and long-term care expenditures, and they can help out family members in need and serve as expressions of love and caring. But some gifts can cause problems, for both the generous donor and the recipient.

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