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Honolulu, HI 96814
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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
More information about the workshops and the available dates and times can be found on our website at http://specialneedshawaii.com/events


What Happens to an ABLE Account If the Beneficiary Is No Longer Disabled?

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?

SSA Issues Controversial Proposal That Could Cut Hundreds of Thousands From Disability Rolls

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.

Understanding the Differences Between a Living Trust and an Irrevocable Trust

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.  

GAO Calls for Increased Oversight of Organizations That Handle Social Security Benefits for Nearly 1 Million

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.  

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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