Pat Bergmaier, CFP®, ChSNC
As always, please feel free to forward these newsletters to anyone you feel might benefit from the information. My team and I are always here as a resource should you ever have any questions.
Have a great start to your summer!
A parent serving as trustee can confront many daunting problems involving trust laws and public benefits regulations that affect the administration of a special needs trust.
A little-publicized effect of the health care legislation the House of Representatives recently passed is its potential impact on vital health services that special education students receive.
To determine a child’s eligibility for Supplemental Security Income (SSI), the government doesn’t look at just the child’s income and assets, but also may consider a portion of the parents’.
Here are some important points to consider before finalizing your child’s settlement to ensure the child’s well-being over a lifetime.
Pat Bergmaier, CFP®, ChSNC cell: 215-317-4143
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Autism Cares Foundation, Inc. is a registered nonprofit corporation in Pennsylvania and a 501c3 charity.