Special Guest: TEAM Risk Management Strategies
TEAM Risk Management Strategies provides outsourced household employment services, offering nationwide employer of record services to fiduciaries who manage trusts, estates, and guardianships which directly employ caregivers or other household service providers.
Palladio Consulting LLC's Commentary on Current Market Conditions In light of recent market volatility, we felt it appropriate to provide some commentary on Palladio Consulting LLC's perspective on recent events and market activity.
Special Guest: Amanda Whitcombe, Senior Disability Representative, Heatherly Disability Services.
Navigating Supplemental Security Income (SSI) and Social Security Disability Insurance (SSDI) can be a daunting and overwhelming task. Especially when your loved one experiencing disability faces unique challenges in applying for benefits, and maintaining them due to their employment status, living situation, and disabling condition.
Regardless of how sophisticated or well-intentioned an investor you are, we are all susceptible to thoughts and emotions that can be detrimental to our investments.
In the midst of increased market volatility due to Russia's invasion of Ukraine, insight into your own investor psychology is as important an investing tool as ever.
You know that a special needs trust is a critical part of caring for a loved one experiencing disability, but where do you start once you've decided to implement this tool? What is a pooled trust and how is it different from a trust drafted by an attorney? What are some things to consider when choosing a trustee?
As a parent, caregiver, or professional supporting an individual experiencing disability, understanding the complex tax nuances is important to the overall plan.
We were joined by special guest Larry Deal, executive director of Independence Northwest. Independence NW is a local brokerage that services individuals with intellectual and developmental disabilities over age 18. Independence NW provides case management, resource and referral, advocacy, daily living supports, skills training, supported employment, home modification, and much more!
Big news! In 2022, there will be nearly 70 million Social Security recipients and big changes in the Social Security system including the largest cost of living adjustment in benefits since 1982! Every year in October, the social security administration announces its annual changes for the upcoming year. In this webinar we discuss the most impactful changes and how they affect your child's special needs plan. We also talked important reminders/deadlines to mark on the calendar!
The season of giving is upon us and this means your child experiencing disability or grandchild may be receiving gifts from well-meaning family members or friends. This might come in the form of money left to them for their current or future benefit.
Planning for the lifetime care of your loved one experiencing disability and continuing to help them live the life he or she wants, sometimes necessitates that you to make life choices that affect their daily living situation.
The year has flown by, and another birthday for your loved one experiencing disability is fast approaching. But, this one is different. The 18th birthday for a child experiencing disability is likely the most pivotal in their life care planning!
Now that you're a Social Security Income (SSI) pro, let's turn the magnifying glass to another often misunderstood, but equally powerful social security benefit that is crucial to your family's special needs financial plan.
Social Security benefits (SSI) can be a confusing and overwhelming part of your loved one's special needs life care plan. But don't be discouraged! Understanding the ins and outs of the application process, eligibility requirements, and the impact of employment on these benefits can turn this obstacle into a powerful tool.
We've covered a lot this year, everything from ABLE, Medicaid, Biden's Disability Plan, SSI vs. SSDI, and so much more! The changes, updates, and reminders affecting your special needs planning don't stop here.
There are often tough decisions to be made as we and our loved ones age. Knowing where to turn for solutions to a unique situation involving a disabled person can be overwhelming.
2021 ABLE updates are here! Protecting your loved one's means tested benefits is an ongoing task. It's important to stay abreast on the legislative, tax, and plan changes affecting ABLE accounts and resulting impact on your current ABLE strategy and overall special needs financial plan.
Detailed Webinar Agenda Coming Soon!
Balancing needs-based benefits eligibility and employment is tricky... with so many factors to be mindful of, it's important to understand the basics and establish a solid foundation.
Government benefits may satisfy basic living requirements, but a special needs trust can help pay for things that create the kind of quality of life we all want to enjoy. Now, where do you start? How do you fund the trust? Are some assets better suited for the trust than others? When should you fund and how much is needed?
Whether you're a professional working alongside families experiencing disability helping them plan or a family that has just relocated to another county, city or state or considering making the move, it's important to know and understand the considerations and updates that should be made to a special needs plan when moving.
Join us for this must see webinar as we breakdown the important medical programs, eligibility requirements, considerations, and tips that you should know when planning for your loved one's care.
Join us and our guest speaker, John Kuder, on February 17th at 12:00pm to hear more about the tax deductions, exemptions, and credits available to you as a family experiencing disability. As well as considerations when thinking long term about tax planning.
Palladio Consulting LLC has seen, built, and reviewed thousands of special needs plans over the past 8 years. During this time, we've encountered many unique planning situations tasking us to uncover every resource, organization, and valuable piece of information to meet the needs of the families we serve. This has given us the ability to recognize common mistakes and identify best practices when planning for a special needs loved one. Join us as we explore ins-and-outs of disability benefits, ABLE accounts, special needs trusts, building a support team, and numerous other tools that are essential to the formation of a successful special needs plan
Palladio Consulting LLC has seen, built, and reviewed thousands of special needs plans over the past 8 years. During this time, we've encountered many unique planning situations tasking us to uncover every resource, organization, and valuable piece of information to meet the needs of the families we serve. This has given us the ability to recognize common mistakes and identify best practices when planning for a special needs loved one. Join us as we explore ins-and-outs of disability benefits, ABLE accounts, special needs trusts, building a support team, and numerous other tools that are essential to the formation of a successful special needs plan
The season of giving is upon us and this means your special needs child or grandchild may be receiving gifts from well meaning family members or friends. This might come in the form of money left to them for their current or future benefit. To ensure the protection of their means tested benefits, we will walk through all the tools available from 529, ABLE, and UTMA accounts to life policies and special needs trusts. Each of these vehicles can serve a unique and life enhancing role for your special needs loved one. Join us for this information packed webinar and learn how!
Topics Discussed:
-Protecting needs-based benefits when giving to a child or grandchild
-529 College account vs. ABLE Account: Pros and Cons
-What to tell family members about leaving assets to a special needs child in estate planning documents
-Important considerations about custodial (UTMA) and joint accounts for kids
-ABLE accounts versus special needs trusts
-Tax planning benefits and considerations when gifting, giving or contributing
-and more!
Policy changes affect the special needs community in a uniquely challenging way, and with so many possible changes hinging on one of the most contentious elections to date, we want to prepare families for projected outcomes that could have major ramifications on their planning. Our goal is for you to have the most up to date and relevant information when planning for your special needs loved one's care so you can feel secure and confident in their future.
• Additional Coronavirus Stimulus and Relief
• Possible Affordable Care Act Changes
• How does ACA Affect Medicaid funded Benefits like PSW Hours, DD Services
• Possible Changes to Social Security Benefits
• Projected Tax Changes Affecting Special Needs Planning
• Education Plan and Funding Updates and Changes
• Disability Related Employment Support & Opportunity Changes
Join us with our special guest, Jessica Leitner (Jessica Leitner Consulting LLC) as we discuss the future of Medicaid and tips on how to take advantage of ones Medicaid eligibility.
If you're anything like us, when you arrive at a resort for a nice vacation, you want to know all the benefits, amenities and free & discounted goodies that go along with your stay right?
Christopher L. Ray of Fitzwater Law joins us to discuss the important distinctions between guardianship and conservatorship, as well as the alternatives. This webinar will also feature a live Q&A for any questions you have top of mind!
