Planning for Life

Do I Need to Pay Income Taxes on My Social Security Benefits?

Posted by Rachel Sandler on February 10, 2014

By Sarah Foster

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Topics: social security, special needs planning, income taxes

5 Questions to Ask Before Making Gifts for MassHealth or Tax Planning

Posted by Harry S. Margolis on January 14, 2014

By Harry S. Margolis

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Topics: MassHealth planning, special needs planning, Estate Planning

Who Should You Choose as Trustee of a Special Needs Trust?

Posted by Christina T. Vidoli on October 2, 2013

By Christina T. Vidoli

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Topics: trusts, special needs planning

Support Disabled Children of Veterans

Posted by Harry S. Margolis on September 24, 2013

By Harry S. Margolis

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Topics: special needs planning

What is Settlement Planning?

Posted by Rachel Sandler on September 20, 2013

By Rebecca J. Benson

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Topics: Medicare, special needs planning, MassHealth, personal injury settlement

"Special" or "Supplemental" Needs Trusts? - Massachusetts

Posted by Harry S. Margolis on September 10, 2013

By Harry S. Margolis

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Topics: special needs planning, Retirement Planning

Case Raises Serious Issues About Special Needs Trustees

Posted by Harry S. Margolis on September 3, 2013

By Harry S. Margolis

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Topics: special needs planning

How Not to Settle a Personal Injury Lawsuit

Posted by Harry S. Margolis on August 27, 2013

By Harry S. Margolis

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Topics: special needs planning, MassHealth, personal injury settlement

Support the Special Needs Trust Fairness Act

Posted by Harry S. Margolis on August 19, 2013

By Harry S. Margolis

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Topics: special needs planning, Retirement Planning

Special Needs Trustees Beware!

Posted by Harry S. Margolis on August 13, 2013

By Harry S. Margolis

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Topics: trusts, special needs planning

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