1847 Finanial, Resources Newsletter June 2017


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!


Should a Parent Serve as Trustee of a Special Needs Trust?

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.

MORE
Health Care Bill Could Reduce or Eliminate Services for Special Education Students

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.

DETAILS
SSI’s Thorny Rules for “Deeming” a Parent’s Income to a Child

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’.

READ ON
Proper Planning Is Necessary to Protect Your Child’s Settlement

Here are some important points to consider before finalizing your child’s settlement to ensure the child’s well-being over a lifetime.

FULL STORY

             Pat Bergmaier, CFP®, ChSNC  cell: 215-317-4143

 

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P.O. Box 180
Richboro, PA 18954

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Autism Cares Foundation, Inc. is a registered nonprofit corporation in Pennsylvania and a 501c3 charity.

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Apple Lends Hand To Autism Research
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