Taking Control of Your Family’s Finances When faced with the responsibility of managing your family finances for the first time, it can feel overwhelming when it isn’t something you were...
What is a 504 Plan? How can a 504 Plan help my child? Is my child even eligible for a 504 Plan? “Section 504 is a federal law designed to...
Able Account or Special Needs Trust In December 2014, President Obama signed the Stephen Beck Jr. Achieving a Better Life Experience Act (“ABLE Act”) into law, authorizing states to create...
New Savings Accounts May Fund Care for Individuals with Disabilities In December, amidst much euphoria, Congress passed and President Obama signed into law the ABLE Act of 2014 (Achieving a...
Running Start: First Steps for Writing the Letter of Intent The letter of intent (LOI), though not a legal document, plays a central role in your child’s special needs plan,...
Creating a financial plan with a trusted advisor is critical, and arriving at various milestones can guide you in what to do next. Below are seven milestones to benchmark your planning efforts with financial advice for every turning point.
The special education system generates mountains of paper. What do you do with it? How do you organize this information?
Question: Medicaid eligibility has expanded in some states and insurance is now a viable alternative for many families with special needs. How should they evaluate their options? Answer: Scrutinize Coverage...
Understanding Executive Functioning According to the Encyclopedia of Autism (2013), individuals on the autism spectrum have a pronounced impairment in executive functioning. Executive functioning (EF) impairments are not unique to...
Merrill Edge now offers financial planning and advice for the middle-income family or caregiver of a child with special needs. A select team of Merrill Edge financial advisors have been...
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