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Planning with SSI & SSDI: Big Questions Families Face

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.

Many families face important questions in preparation for applying for these benefits, but the questions don't stop there. Your loved one has been approved, but now you must turn your sights on the many variables that threaten their ongoing eligibility.

Special Guest, Amanda Whitcombe, of Heatherly Disability Representatives, joined us as we discussed some of the most common questions and scenarios families face when navigating Social Security benefits planning.

Topics Discussed:

  • Proper preparation when applying for SSI and SSDI

  • How to increase likelihood your child will be approved for Social Security

  • SSI versus SSDI Summary

  • Better understanding the impact of income and Social Security benefits

  • How to stay compliant as a representative payee

  • Rent and in-kind support and maintenance

  • How to properly handle Social Security audits

  • And more!