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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, […]

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