By proactively monitoring and updating your Plan and task list, you won’t miss important deadlines. If this checklist is reminding you that it's time to prepare your child's Special Needs Plan, we're here to help you begin.

Estate Plans (that is, parents' wills and trusts) are the foundation of a good Special Needs plan. Perhaps you prepared your documents decades ago, or have had significant changes since that should be incorporated. View the PDF to see if it's time for a redraft.

Starting this month, you will see increases in your social security checks. The cost-of-living adjustment in 2022 will be 5.9%, according to the Social Security Administration. The bump, which will help beneficiaries keep up with rising costs due to inflation, is the largest increase in about 40 years. Read More.

If you have a child with disabilities, it is crucial to set money aside for the child’s future. At the same time, you need to consider your child’s access to public benefit programs such as Medicaid and Supplemental Security Income (SSI), as well as the state and federal tax implications. The two major vehicles to accomplish these goals, ABLE accounts and special needs trusts (SNTs), each have their advantages and limitations. Read More.

The federal government says it encourages people receiving federal disability payments to find jobs—but sometimes ends up discouraging them from working at all, a study has found. Read More.

Lunch and Learn Event Recap: Thrilled to collaborate with the Transition Team at Ann & Robert H. Lurie Children's Hospital of Chicago and share information about their Pediatric to Adult Care program.