You may also like: Financial Planning for Families with Special Needs About the author: Thomas Rindahl Thomas Rindahl, PhD, MBA, CLU®, ChFC®, CFP®, LUTCF, BFATM, is a financial advisor in Tempe ...

Most special needs trusts are created by a parent, grandparent, or other family member but the disabled individual may be able to create the trust himself depending on the program for which they ...

Attorney Stephen Yim, founder of Yim & Yempuku, joins producer/host Coralie Chun Matayoshi to discuss what to do to ensure ...

On this episode of The Long View, Cindy Haddad, an expert on financial planning for people with disabilities and their families and senior vice president and wealth advisor for Sequoia’s special ...

Contributor Mark Miller discusses the government assistance available to special-needs family members, the role of ABLE accounts, and retirement plans that involve the whole family.

For parents of special-needs children, retirement planning and estate planning have to take place in tandem. Special-needs trusts and life insurance policies in one or both parents’ names are ...

Yam said Wealthspire has had several clients where a special needs trust was crucial in preserving eligibility for federal programs when family members and friends wanted to lend financial help.

No payback requirement so any remaining funds after the beneficiary’s death can be distributed to other family members or heirs. First-Party Special Needs Trust (also referred to as an “Obra ...