Question: Do you know of a good resource to give SNT trustees more information/education about safe withdrawal rates? Being a trustee of a friend’s trust is a very, very difficult job, [...]

Question: My friend has been collecting SSI for many years and had to claim her Social Security when she turned 62 about a year ago in 2022. During this process, her financial situation was [...]

Question: My daughter and son-in-law are buying a new house in Georgia that has an in-law home on the property. Will they be able to rent to me using my section 8 certificate? I am on Social [...]

Question: Can a special needs trust help pay for my son’s food and rent, if SSDI is not enough? What if he receives SSI? Response: Certainly. Social Security Disability Income (SSDI) is not [...]

Question: I am having some negative luck with getting advice about trusts. I am on SSDI. My disability, juvenile rheumatoid arthritis began when I was three years old. I am now 62. I applied for [...]

Question: I wonder if money from an ABLE account could be used to pay rent for a disabled child while they are waiting for public housing or a Section 8 voucher. Response: Yes, an ABLE account [...]

Question: I would like to set up a Special Needs Trust for my 63-year-old son with autism. I have also been appointed as his guardian. Question 1: Does the guardianship interfere with the [...]

Question: I wanted to confirm that an SSI recipient must apply for their Social Security benefits when they turn 62 based on a friend’s recent personal experience. About 10 weeks after [...]

Question: I have been getting Medicaid in-home assistance for approximately two years I am getting a unexpected check from an inheritance that I plan to use to replace a tub with a shower. But I [...]

Question: I am 60, disabled, and on SSI and medicaid. I was recently in a car accident, and am expecting a decent sized (about $60K) settlement. I do not want to lose my SSI and Medicaid [...]