RESOURCE LIBRARY

As the calendar turns to a new year, it’s more important than ever to stay informed about the annual thresholds governing various areas of financial planning. With 2025 comes a fresh set of limits and figures that may substantially influence your financial strategies. Below, you’ll find the key numbers you should know so that you can make informed decisions and optimize financial plans for both you and your loved one with special needs in 2025.

Estate planning becomes even more complex when it involves the unique needs of a child with special needs. It’s not just about dividing assets equally among your heirs; it’s about ensuring that each child has the resources necessary to thrive in their individual circumstances.

In this edition of our newsletter, we’re highlighting a crucial but often overlooked aspect of Social Security benefits: Child-in-Care Spousal Benefits. This provision is especially important for special needs families where one spouse is eligible for Social Security and the other is providing care for a child.

This month's newsletter explores a unique perspective on Social Security income payments—viewing them as an investment portfolio paying a steady 5% interest. Understanding this concept can help you make informed decisions about your retirement planning and financial security.

Supplemental Security Income (SSI) Update: Important Changes Coming for 2024

Budget and expense management is often one of the most significant concerns for parents of loved ones with special needs, especially when you want to ensure the individual's independence and protect them from potential financial exploitation.