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Special Needs Hawaii Newsletter

Special Needs Hawaii - October 2020 Edition

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FEATURED SPECIAL NEEDS ARTICLES

What Happens to Assets Left in a Special Needs Trust on the Death of the Beneficiary?
By their very nature, special needs trusts (SNTs) are usually designed to terminate, or at least radically change, when the trust's primary beneficiary dies. But terminating a spe...
Representative Payee: Not a Job to Be Taken Lightly
The Social Security Administration (SSA) manages the two largest government benefit programs for people with special needs, Social Security Disability Insurance (SSDI) and Supple...
Understanding the Differences Between a Living Trust and an Irrevocable Trust
You may be thinking about setting up a trust to protect your assets, save on estate taxes, or perhaps set aside money for a special needs family member. Before you commit to a pla...
Funding a Special Needs Trust with Life Insurance: The Basics
Among the many challenges for families is making sure there will always be enough money to provide lifetime care for their special needs children. The costs are daunting: therapie...

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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