Tag Archives: financial well-being

ABLE Account

Posted on March 7, 2026 by msw blog

Last week, this section included a question about how to financially assist someone so that the person doesn’t lose federal benefits. I suggested creating a “Special Needs Trust.”  A reader reminded me that people can also use an ABLE Account, … Continue reading →

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Achieving a Better Life Experience Act

Posted on February 22, 2026 by msw blog

Last week, this section included a question about how to financially assist someone so that the person doesn’t lose federal benefits. I suggested creating a “Special Needs Trust.” A reader reminded me that people can also use an ABLE Account, … Continue reading →

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Concerned for the Future

Posted on April 30, 2025 by msw blog

 This is regarding “Concerned for the Future”, the mother concerned for the financial well-being of her mentally and physically disabled son after her death. There are now federal accounts available, similar to 529 plans, for such individuals. An ABLE plan … Continue reading →

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