Special Needs Hawaii Newsletter
Special Needs Hawaii - January 2020 Edition
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Happy New Year!
Upcoming Workshops
Beginning this month, Special Needs Hawaii will be holding different workshops about the following special needs topics:
- Planning for the Future of your Special Needs Dependents
- Letter of Intent Clinic
We will also be holding workshops about the following topics:
- Legacy Planning - More Than Estate Planning
- Social Security - Retire Now or Retire Later
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FEATURED SPECIAL NEEDS ARTICLES
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What Happens to an ABLE Account If the Beneficiary Is No Longer Disabled?
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If an ABLE account has been set up for a person with special needs, what happens to the account if the beneficiary no longer qualifies as “disabled” according to IRS regulations due to medical improvement or inaccurate diagnosis?
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SSA Issues Controversial Proposal That Could Cut Hundreds of Thousands From Disability Rolls
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Advocates are warning that a little-noticed proposed rule change could result in hundreds of thousands of Social Security Disability Insurance (SSDI) and Supplemental Security Income (SSI) recipients, many of them children, losing benefits.
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Understanding the Differences Between a Living Trust and an Irrevocable Trust
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You may be thinking about setting up a trust. Before you commit to a plan, make sure you understand the differences between the two basic types of trusts.
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GAO Calls for Increased Oversight of Organizations That Handle Social Security Benefits for Nearly 1 Million
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In a new report, the Government Accountability Office calls for better oversight of organizations that handle the Social Security benefits of recipients who cannot manage their own benefits and lack a family member or friend to do so.
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Securities and investment advisory services offered through Royal Alliance Associates, Inc. member FINRA/SIPC. Royal Alliance Associates, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Royal Alliance Associates, Inc. Special needs consulting services are not offered through Royal Alliance Associates, Inc.
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