How to Use a Third-Party Trust to Protect SSI or Medicaid Benefits in 2026
Programs like Supplemental Security Income (SSI) and Medicaid provide vital support for people with disabilities. These programs help pay for basic income, medical care, and long‑term services—but they also come with strict financial rules. Even a well‑intended gift, inheritance, or financial contribution can accidentally cause someone to lose benefits. A Third Party Special Needs Trust […]
What’s the Difference Between Representative Payee and Trust Representative
At their core, both Representative Payees and Trust Representatives exist for one reason: to protect the well-being of the person with a disability. When these roles are understood and managed correctly, they support independence and stability and improve quality of life.
The Best Strategies to Keep Your Disability Benefits Safe
If you live with a disability or are caring for a loved one with a disability, it’s vitally important to plan as early as possible.
How to Skillfully Master Your Finances when Living with a Disability
You planned accordingly for the future and opened your Pooled Special Needs Trust (PSNT). Now what? What are the most vital strategies you need to know to help successfully manage your trust and get the most out of it? Understanding the significance of budgeting and future planning is crucial, especially for individuals living with a […]
What is a Pooled Special Needs Trust and Why You May Need One?
Pooled Special Needs Trusts (PSNT) are designed to preserve public benefits of children and adults living with disabilities while providing a financial vehicle for future planning. Special Needs Trusts are essential for any individual who receives needs-based public benefits, such as Medicaid or SSI, and who may be in receipt of an inheritance, financial gifts, […]